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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Modify the displayed field

The list view of the Reference Lookup defines the fields displayed in the Task Relations field and editing interface.

Before you begin

Role required: admin

Procedure

  1. Navigate to a form that has a reference to the table whose display values you would like to modify within Task Relations field.

  2. Click the magnifying glass to display the Reference Lookup list view.

  3. Right-click the list header and select Configure > List Layout.

    The selected List layout is used as the display value for records within the Task Relations field.

Parent Topic:Creating many-to-many task relations