Header with phone number

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  • SPO
    Senior Member
    • Jun 2020
    • 141

    Header with phone number

    Hello,
    how and where can I transfer the telephone number in the header?

    Thank you​
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  • shalmaxb
    Senior Member
    • Mar 2015
    • 1592

    #2
    The header is created from the mandatory name field, where you would not want to insert the phone number manually. But you can modify it by formula. I do it, when I need, in the following way:

    In the name field I first use a default value, for instance like "This field will be filled automatically" (This will appear in every new data record, when creating). And you can then set the field as read only. This way nobody can put anything else there, but you may modify it by formula.

    Then I create a second text field, which I name like "name2" or "title". This will be the field, where you write the name of the record instead into the name field.

    Then you create a formula name = string\concatenate(name2, '-', phoneNumber);

    This way the default name value will be overwritten in the desired form. You may also hide the name field in the layout to not confuse the user. In the end, the user sees, what he entered in the field name2 for the title and the field name2 concatenated with the phone number in the header.

    If you choose the neme "name2" but do not want to appear Name 2 above that field, you can change the label in the field manager. This way name2 looks like the default name field.

    If you already have existing records, where the default value would not help, you may copy all present name values by formula from name to name2 first and execute the former formula after that process to re-insert the value together with the phone number into the name field
    Last edited by shalmaxb; 11-24-2024, 11:08 PM.

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    • SPO
      Senior Member
      • Jun 2020
      • 141

      #3
      Many thanks

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