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

Written by
Marsha Andres
Published on
January 28th, 2024

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