Display field and unique components

Display field in Custom Forms

Each form that you create must have at least one display field. Display fields will be the information used to identify the record, so if you link one form to another, the display fields will be the information that appears in your dropdown list. The display field is, to all intents and purposes, the “label” you will use for identifying the record. A combination of different fields can be used to generate the display field. If, for example, we’re talking about beneficiaries, you could choose to have both the “First name” and “Last name” fields used. The example below shows that once a field is a “Display field,” it is marked with a flag icon.

Unique Component in Custom Forms

Unique components allow you to determine a field or a combination of fields that should be unique to each record. This will help avoid duplicates and will ensure better data control. To take the example above, you could use First, Last, and date of birth to concatenate a unique component.

Unique fields are marked with a bookmark icon as the one circled in red below. As you can see, a field can be both a display field and a unique component.