Configure a Data Table for resource linking (Tag Display Name)

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When creating a dispatch, users can link resources using the Link Resources panel. The Resource Type dropdown will only display Data Tables that have a Tag Display Name configured.

If a Data Table does not have a Tag Display Name set, it will not appear in the dropdown, and no error message will be shown.

This guide walks you through how to configure a Tag Display Name so your Data Table can be used for resource linking.

Prerequisites

Before getting started, make sure you have:

  • Permissions: Admin, List Editor, or Builder access

Steps to configure Tag Display Name

  1. Go to Lists → Data Tables in the FastField Portal
  2. Locate the Data Table you want to configure
  3. Select Actions → Edit
  4. Find the Tag Display Name dropdown
  5. Select the column you want to use as the display name
  6. Select Save

Once saved, the Data Table will appear in the Resource Type dropdown when linking resources to a dispatch.

Best practice

Choose a column that clearly identifies each record, such as:

  • Asset Name
  • Equipment ID

Avoid using generic fields like Status, as they may not provide enough detail when selecting resources.

Troubleshooting

Data Table not showing in Resource Type dropdown?

  • Make sure a Tag Display Name has been selected
  • Verify the table was saved successfully

Can I remove a Tag Display Name?

At this time, once a Tag Display Name is set, it cannot be removed. This may change in a future update.