Released May 14, 2022
We are excited to announce that you can create records with Titles that automatically generate!
This feature allows you to concatenate any fields, within the app you are in, into the Title field. This is great to use when you have a title that has consistency across all records. For example, if a marketing agency has a weekly retainer for several clients. You can simply create an autogenerated title with the date created and the name of the client that the retainer is due for.
Follow these instructions to do this:
Open the action menu of the title field
Click 'Modify Field Settings'
Change the Type of Title to 'Auto Generated'
Add which fields you want to be included in the Title
Confirm the switch by clicking 'Yes, I understand'
Save the record and all the titles of existing records will auto populate (new records will do the same when created)