Dynamic Record Names

Generate consistent record names from custom fields and built-in record data.

Dynamic Record Names generate record titles from a workspace formula. The formula can combine fixed text with custom field values and built-in record data.

For example, {Client} - {Project Type} #{Sequential ID} can produce ACME - Onboarding #142.

Configure dynamic names

  1. Open Workspace Settings > Records.
  2. Under Record Naming, select Auto Generated.
  3. Enter fixed text, including the required punctuation and spaces, in Formula.
  4. Type { and select a variable, or select Variable and choose one.
  5. Under When fields are empty, select Use record ID if any field is empty, Show available fields, or Always use formula.
  6. Select Save.
  7. Select Yes, update all names. Blue recomputes the names of all records in the workspace.

If you select Manual, Blue keeps the computed names. New records then require a manually entered name.

Supported fields

You can use these field types in a name formula:

  • Single-line text, multi-line text, email, URL, phone, and country
  • Number, currency, currency conversion, and percent
  • Single-select, multi-select
  • Date
  • Reference, which uses the referenced record’s name
  • Lookup
  • Rollup
  • Unique ID
  • Formula

You can also use Tags, Record ID, Short ID, Due Date, Start Date, Created Date, and Updated Date.

How names update

  • Blue recomputes a name when a field used in its formula changes.
  • You cannot edit an individual record name while Auto Generated is selected.
  • Select Manual before you edit record names directly.
  • Records created through public forms, the API, or automations use the formula.
  • Each workspace can use a different naming formula.