Specify Descriptor Fields

Note:

If you're a Fusion user, this feature is not available in the Components or Drawings workspaces. Learn more about system workspaces.

Define how workspace items are identified by selecting fields from the Item Details tab to include in the descriptor. A descriptor can consist of an item’s name, number, or other fields, and appears in the Item Details page header and links to help you quickly recognize items across your site.

Note: You can also configure a global descriptor format for all workspaces on your site. You can use separators like dashes and underscores, and other formatting elements including spaces and leading and trailing characters. For help on configuring the global descriptor format, see General Settings.

Set up the workspace descriptor

From the navigation menu, go to Administrator > Workspace Manager.
In the Workspace Manager, find the workspace whose descriptor you want to edit and expand its panel.
Click Descriptor.

The Workspace Descriptor page opens.
Select up to four fields from the Descriptor Fields drop-down lists, in the order you want them to appear in the descriptor.
Click Save.

Example

To configure the descriptor for the Accident Reports workspace, you could select the following fields:

Example descriptor fields filled out

Recommendations

Choose stable fields: Descriptor fields are not dynamic. Use fields with constant values. If you include fields that change frequently, those changes will not automatically update in the descriptor.
Avoid restricted fields: Avoid using fields from restricted sections of the Item Details tab. These fields will not show or hide in the descriptor based on user permissions. Even if a user cannot access that section, the value will still display in the descriptor.
Protect sensitive information: Avoid using fields with sensitive or confidential data. Item descriptors are visible across your site in links, picklists, when adding items to tabs, and other areas, even if users don't have access to the item's full details.