Show the Internal ID and External ID of the Record in a Custom Field
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
- Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
- Label: Enter Label (e.g. Internal ID)
- Type: Select Free-Form Text
- Store Value: Set to False
- Applies To: Mark Customer
- Validation & Defaulting:
- Mark Formula
- Default Value: Enter {id}
Note: When creating another field for External ID, use{externalid}
- Click Save