Hide Primary Field (Remove from Display)
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Greig Neilson
I'd love to be able to hide the primary field. I'm deploying Dashboard Views to external users and there's never a use case where the primary field would be needed by a user. I also have some tables where the primary field contains data that identifies a person and therefore shouldn't be viewable.
Nate Montgomery @ SmartSuite
Hey We Have A Tender,
I'm not sure if you are aware, but we have the ability to collapse the primary field, which is very similar to removing it from display. See image:
Can you let us know more about the use case here and what problem comes out of not being able to hide it?
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We Have A Tender
Nate Montgomery @ SmartSuiteHi Nate, yes we always collapse it. For example when we process bulk copy-paste will always also copy the Primary and create friction in the process or room for errors for our teams
Or another example, we use the Primary as autogenerated for Full Name. In this case we can't edit this field so we must also have 2 other columns next for First Name + Last name for quick edits.
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We Have A Tender
Nate Montgomery @ SmartSuite Would be posible to re-arrange Primary Field?
Nate Montgomery @ SmartSuite
We Have A Tender Thanks for the replies. It cannot be moved from the first position.
Couple more questions:
Have you tried clicking and dragging with cursor to highlight all besides the primary field?
does Collapsing help with the Full name use case?
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We Have A Tender
Nate Montgomery @ SmartSuite Hi Nate, yes somehow it works but lets rooms for errors. It would be more beneficial for our workflow to be able to just also hide the Primary like any other field. Or at least to re-arrange it like any other field and move it where it's more convenient.
Thank you Nate!
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greg rawls
Nate Montgomery @ SmartSuite But can this be done in a linked record display on a dashboard?