Name & Description Concatenation Overview

Concatenation pulls data from properties and fields to automatically populate the Name and/or Description properties of objects. This feature is useful for ensuring important information is captured in an object's name or description and to ensure object names and descriptions are consistent across the org.

Concatenation can also be added to plain text fields. See the Text Fields article for more information.

To specify which data is populated in the Name and/or Description properties, administrators edit an object type, select a related data definition and an object type in that definition, then one or more properties or fields to create variables (similar to a formula variable), which are then used to create an expression. For example, if you created variables for the City and Address plain text fields, your expression would look similar to {{{City}}}, {{{Address}}}.

If the data definition includes additional object types related through relationships or references, you can create variables from those object types to include in the expression, which will display specific field or property data from the relationship or reference elements on the form. For example, creating a variable for the Name property on the Person object type, which is related to the Incident object type through a relationship, means that when a person is selected as witness on an incident, that person's name will be automatically populated in the incident's Name property.

EXAMPLE
When reporting incidents, your company requires that each object's name is automatically generated based on the object's unique ID, the date it was created, and the incident code. Additionally, the description of each object must display where the incident occurred, what type of incident it was, and who created the object. As such, you create variables for the Incident object type's Unique ID property, the Incident Type Code select list, and the Created On property, then add them to the expression for the Name Concatenation option on the Edit Object Type page. For the Description Concatenation, an expression is created using the Location and Incident Type select lists and the Created By property. Now, when an end user creates a new incident, the object's name and description is populated based on the variables and expressions saved to the concatenation settings.

Expressions saved on an object type's settings.

A concatenation on an object.

Prior to creating expressions, you must ensure the fields you want to include in the variables have been added to the object type and have or will be added to the relevant configurable form. The Unique ID, Created By, and Created On properties do not need to be added to the form as they are auto-generated and cannot be modified; however, because expressions override any values entered into an object's Name or Description properties upon saving, it's recommended these properties are not added to a configurable form.

Important Notes

  • Spaces and special characters in variable names or inside the curly braces are not permitted. For example, {{{RiskName}}} is valid, but { {{Risk Name}}} will result in an error.
  • Concatenations cannot be applied to existing objects.
  • Custom form titles or sub-titles take precedence over any concatenation expressions.