Show the Internal ID and External ID of the Record in a Custom Field

Written by
Marsha Andres
Published on
January 28, 2024 at 11:49:04 PM PST January 28, 2024 at 11:49:04 PM PSTth, January 28, 2024 at 11:49:04 PM PST

Scenario

The user needs to display the customer's Internal ID and External ID as fields on their customer forms.

Solution

  1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
  2. Label: Enter Label (e.g. Internal ID)
  3. Type: Select Free-Form Text
  4. Store Value: Set to False
  5. Applies To: Mark Customer
  6. Validation & Defaulting:
    1. Mark Formula
    2. Default Value: Enter {id}
      Note: When creating another field for External ID, use{externalid}
  7. Click Save