Auto-generated titles make it easy to create dynamic, consistent titles for your records by combining multiple fields. This guide explains how to set up and use auto-generated titles for both existing and future records.
Plan Availability | All plan types |
Permissions | Solution Managers and Administrators - Can create, modify, and manage automation titles. |
Related Reading |
How to Enable Auto-Generated Titles
Follow these steps to activate auto-generated titles:
Open a Record:
Navigate to the record where you want to enable auto-generated titles.
Access Title Field Settings:
Click the action menu (...) for the Title Field.
Modify Field Settings:
Select the option "Modify Field Settings."
Enable Auto-Generated Titles:
Choose the "Auto Generated" option.
Confirm by selecting "Yes, I understand."
Select Fields for the Title:
Choose which fields to include in the auto-generated title. You can select from a variety of field types.
Supported Fields for Auto-Generated Titles
The following field types can be combined to create auto-generated titles:
Field Type | Examples |
Numeric Fields | Auto Number, Record ID, Number, Currency, Number Slider, Rating, Formula (Numeric) |
Text Fields | Text, Text Area, Full Name, Formula (Text) |
Date Fields | Date, Date Range, Due Date, Formula (Date), First Created / Last Updated |
Assignment Fields | Assigned To |
Status Fields | Status |
Selection Fields | Single Select, Multiple Select |
Linked Record Related Fields | Linked Record, Rollup, Lookup |
Practical Scenarios and Use Cases
Here are three examples of how auto-generated titles can enhance your workflow:
1. Customer Management
Scenario: A sales team tracks customer information, including names, IDs, and recent purchase dates.
Solution: Use auto-generated titles to combine the customer's name, ID, and the date of their last purchase, ensuring quick reference.
2. Project Tracking
Scenario: A project manager wants to label tasks with project names, task numbers, and deadlines.
Solution: Configure the title to display these fields automatically for better task organization.
3. Inventory Management
Scenario: A warehouse team needs to label inventory items with unique IDs, descriptions, and stock levels.
Solution: Set up auto-generated titles to combine these fields, making it easier to manage stock efficiently.