Understand name field

Understand name field properties in spreadsheet report

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 a 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. 

  • When your form has a mandatory name field, all its subfields should be checked (form and report-level) so as to be able to view and edit them in spreadsheet report
  • You will not be able to edit related fields when they are name and address
  • Freeze column is not functional in a report that includes name field.

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. 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:

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