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Service | Customer Service, Contact Center, Fie...
Answered

Change the name of saved record in custom entity

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Posted on by 235

Hello Experts,

I have created a custom entity named Service Warranty Ledger. The form is displayed below. After saving the new record, it is displayed as New Service Warranty Ledger. What I need is to display the Serial Number instead after saving the record.

service_5F00_warranty.JPG

Also, in the active view, how do I make the serial number column be clickable so that when I click on a particular serial number, I will be redirected to the form view of that record?

warranty_5F00_view.JPG

Please help.

Kind regards,

Jolas365

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Jolas365,

    Could you delete this entity and recreate it?

    If yes, when you recreate it, you could specify Serial Number field as Primary field:

    pastedimage1636613381330v1.png

    Then your need can be meet:

    pastedimage1636613432000v2.png

    pastedimage1636613435560v3.png

  • Jolas365 Profile Picture
    235 on at

    Hi Steve Zhao,

    I can do this. However, once a custom entity is created, the system will automatically assign the primary field to Name field which is required. I did not use that Name field in the main Service Warranty Ledger form. Question now is will the system allow two primary fields in the custom entity?

    Regards,

    Jolas365

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Jolas365,

    Yes, default primary field is Name. However, when you are creating an entity, you could change the primary field from Name to another field you want:

    UCI:

    pastedimage1636614607074v1.png

    Classic:

    pastedimage1636614717785v2.png

  • Jolas365 Profile Picture
    235 on at

    Hi Steve Zhao,

    Thank you very much!

    Brgds,

    Jolas365

  • Suggested answer
    Jolas365 Profile Picture
    235 on at

    Hi Steve Zhao,

    This is a great help!

    Thanks,

    Jolas365

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