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Preview field and document name

To make records easier to read and find, configure how each data structure displays its records.

Preview field

The preview field serves as a short summary of a record in the database list (table and tree view).

Set the preview field

  1. Edit the attribute desired.
  2. Enable the “Preview field” option.

Document name

Each data structure defines a document name. Placeholders build the record's title.

Example

$( item ) ($( quantity ) pcs)

Result in the UI:

Ballpoint pen (2 pcs)

AI Assistance with Panda

The document name builder includes the AI assistant Panda. A desired template can be described in natural language – Panda then automatically generates the correct template with the right placeholders and functions.

This way, even complex templates – e.g. with date formatting, counters or text truncation – can be created without manual assembly.

Allow Duplicate Document Names

By default, document names within a data structure must be unique. If a record is saved with a name that already exists, an error is shown.

This behavior can be changed using the "Allow duplicate document names" option in the document name builder:

  • Disabled (default): Each document name must be unique. Conflicts result in an error message.
  • Enabled: Name conflicts are resolved automatically by appending a suffix such as (1), (2), etc.

When to enable?

This option is useful when it cannot be guaranteed that all records produce unique names – for example with automatically generated documents or imports.

Choose preview field and document name so records are easy to recognize and understand.