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Set Primary Fields in Workflows

Amrutha
Updated

How to use Workflow Primary Fields to help users better identify the Records they are looking for

Primary Fields allow you to set a Custom Field to uniquely identify Records in your Workflow. By default, Primary Fields will be set as the system-generated Record Name (i.e. Record Prefix-1). Primary Fields allows us to set a more descriptive name, such as "Risk Name" for a Risks Workflow or "Third Party Name" for a Third Party Workflow.

Set a Primary Field

On the Application Canvas, right click in the background of the Workflow you would like to set a Primary Field for and select Edit Workflow.  In the side panel, click Settings.

Select the Primary Field menu and choose a field from the list. 
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Click Save to finish setting the Primary Field along with any other changes you made to the Settings menu.
 

View Primary Fields

After setting a Primary Field, it can be used throughout your Risk Cloud environment to identify Records. Primary Fields appear:
  • Layouts  - Select the "Name" System Field to display the Primary Field within Layouts.
  • Table Reports - Select the "Name" System Field to display the Primary Field within Table Reports.

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  • Record Headers - If set, the Primary Field will replace the Record Name as the header when viewing or editing a Record. Below, "Assessment-3" has been replace by the Primary Field, Assessment Name, "2021 Q1 Risk Assessment".

Note: If a Primary Field is not set, Risk Cloud will always default back to Record Name.

 

Summary Fields

While the Primary Field serves as the “name” of a Record, Summary Fields provide the key descriptors that give context. Together, they help users quickly identify and understand records across your workflows.

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