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Setting the Title Field for Your Sheet

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Setting the Title Field for Your Sheet

Title Field

Selection Title Field

Title Field

It will be displayed in features such as full-text search, notifications, file management, etc., making it easier for users to identify a specific record. Ragic automatically uses the first field in the sheet as the Title Field, but sometimes these fields may not help you locate the needed data. For instance, if you want to search for a purchase order number (PO), but the first item listed is the product name.

If you wish to make changes, enter the Form Page Design Mode, navigate to Form Settings in the left sidebar, and click the Form Settings tab. Choose the Title Field you want from the menu, and remember to save your changes.

In full-text search, the first item displayed will be the Title Field that was just set, making it quicker to find the required data.

Selection Title Field

In Link and Load and Importing Data into Subtables features, the Selection Title Field helps the system identify each record. Please choose a field containing Unique Values, such as a serial number. Some fields are not listed for selection, typically because they do not contain Unique Values, such as Numeric fields or Selection fields.

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