Building a Record Title

In a previous section, we discussed how to generate a reference number in Tape. Now, let’s explore how to build a record title using the calculation field.

First off lets take a look at the parts of the title in our example:

1. The icon at the start changes depending on the status of the project, this ensures we can see at a glance if the project is on track, at risk or off track.
2. Next is the project reference number which we created in the previous section.
3. Finally, we have the project name itself.

The calculation field

To build the record title, we will use a calculation field that combines all these elements together. The calculation field will look something like this:

`${@Status.split(" ")[0]}${@Project Ref} - ${@Name}`

In the code above, we are using template literals to construct the title. The ${} syntax allows us to embed expressions inside the string. We split the status string to get the appropriate icon based on the project status.

Note

You will see the the icon is at position 0 of the split string.

This will give us a title that looks like: “‼️PRJ25001 - Test Project”

The Record fields

All the fields we need can be seen in the screenshot below:

Why

Using a calculation field to build your record titles in Tape offers several advantages:

1. Dynamic Updates: The title will automatically update if any of the underlying fields change
2. Visibility: Quick and easy visibility of key information at a glance
3. Related records: If the record is related to a different record then the title will be shown and by building your title this way, you make core information easily accessible.

Tip

You can use any fields you like in the calculation field to create a title that best fits your needs. however remember that you can use things like split to extract the core elements from your fields.

Handling Potentially empty fields Sometimes the fields you want to use in your title may be empty. This guide explains how to handle those cases.