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Default search fields in a table-to-table relationship in a form

  • September 6, 2025
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Hello, this is a fairly basic question.

In a form for the child table, how can you change the fields that are previewed on the search bar. Example shown below:

 

Best answer by hueyal

In the child table, go to Advanced Settings.

In the Identifying Records section, you can set the fields to display (up to 3) in the Default record picker option.  

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  • September 6, 2025

In the child table, go to Advanced Settings.

In the Identifying Records section, you can set the fields to display (up to 3) in the Default record picker option.