Setting record picker display fields

In some situations, Quickbase refers to a record, but can't display all the information a record contains, so it displays only one or two fields. This occurs when a record appears on your recently viewed records list, or when you create a relationship between tables and use a reference field to choose a record from a parent table.

The abbreviated entries are determined by the record picker display fields you specify for the table.

By default, Quickbase uses the content of the key field to populate the record picker, but you can configure the record picker to show fields that help users identify records more easily.

To choose fields for the record picker:
  1. Open the table.

  2. Select Settings, then select Advanced settings.

  3. In the Identifying Records section, select up to three fields that you want to display as columns in the record picker.

  4. Click Save in the top right.