Understand name field

Understand name field properties

The Name field in your report displays name values such as Customer Name, Employee Name, or Subscriber Name. This field has predefined properties that allow you to view the name in a format that suits your requirement. The report can display the full name or the first name of the person, include prefixes such as Mr. or Miss, and suffixes such as Ph. D., M. A., or M. D., based on the nature of your need and audience. All or some of these constituents form the name field. The values are displayed based on the predefined properties applicable to the field. 

List Report

Let's assume you are an event management firm and you are handling a social event that spans over a week. There are various dignitaries attending various gatherings in the event and you have a report that displays all their profile information. Considering the nature of requirement, your report's name field displays the full name of those dignitaries along with prefixes and suffixes. If a doctor is addressing a gathering and you have his details in the report, the name field will have:

  • Prefix - The title that is included before the name. In this case, Dr.
  • First name - The user's first name. For example, Tony.
  • Last name - The user's last name. For example, Bates.
  • Suffix - The appendices that are included after the name. In this case, M.D.

Spreadsheet Report

In the spreadsheet report, the name field values appear read-only. You can edit the name field by clicking the expand (>>) and collapse (<<) icons in the column header of that name field in your report. Upon expanding, all subfields that you've enabled in the form will appear editable. The following GIF show how editing a name field in the spreadsheet report looks like:

Calendar Report

Let's assume you are Consultation Booking app. The calendar report includes a name field that displays the Doctor's name. Considering the nature of requirement, your report's name field displays the full name of the doctor along with prefixes and suffixes. 

  • Prefix - The title that is included before the name. In this case, Dr.
  • First name - The user's first name. For example, Victor.
  • Last name - The user's last name. For example, Barbossa.
  • Suffix - The appendices that are included after the name. In this case, M.D.

Timeline Report

Let's assume you are a Hospital Register. A report displays the Operation Theater appointments with details on the patient, surgeon, timings, and the theater. Considering the nature of requirement, your report's name field displays the full name of those surgeons along with prefixes and suffixes. The name field will have:

  • Prefix - The title that is included before the name. In this case, Dr.
  • First name - The user's first name. For example, Billie.
  • Last name - The user's last name. For example, Frean.
  • Suffix - The appendices that are included after the name. In this case, M.D., C.M.

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