Using data record naming, you can control:
- The naming of dispatched forms in the mobile app "Inbox"
- The naming of items in the "Drafts" tab
- The naming of items in the "Outbox" and "Sent" Tab
Properties like form name, username, or the answers to questions can all be used to name items in the tabs of the mobile app (except the Forms screen). This makes it easier to tell items apart. The naming rule will affect all users of the form.
Note: Data Record Naming does not affect the naming of form submissions. Learn how to customize naming of data records in data destinations.
To set up a naming rule:
- Navigate to the desired form.
- Press the "Edit Form" button.
- Enter the Settings tab.
- Scroll down to the Data Record Name header and enter a Naming Expression.
The expression in the screen capture above contains:
- %f - the name of the form
- Static text for formatting ("-")
- %d - the date
- %t - the time
The %-prefixed items use data record expression language (DREL) to reference properties from the form. Check out the Example underneath this box; it updates as you type to show what the name will look like.
You can also customize this naming rule by including the answers to questions.
- Use the %a[unique ID] DREL syntax to display the answer
For example, a form might be dispatched to users pre-filled with customer information. If the naming rule references the question "Customer," the customer name will show in the user's Inbox. Reference answers by using their Unique IDs
Note: If the question you reference goes unanswered, there may be blank spots in the name of items. Make these questions required or add another reference, so that you don't ever have items with an entirely blank name.
- %d - %a[Customer] - %a[Priority] -- Could create a name like: 2014-05-30 - John Doe - Urgent
- %r[id] - Work Order - %a[Company -- Could create a name like: 1812345 - Work Order - Company ABC
- Store Visit - %t[HHmm] - %a[Address] -- Could create a name like: Store Visit - 14:15 - 123 Avenue Street