Modify the displayed field

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • The list view of the Reference Lookup defines the fields displayed in the Task Relations field and editing interface.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to a form that has a reference to the table whose display values you would like to modify within Task Relations field.
    2. Click the magnifying glass to display the Reference Lookup list view.
    3. Right-click the list header and select Configure > List Layout.

      The selected List layout is used as the display value for records within the Task Relations field.