Show Complete Subcustomer Name on Form in Format of Parent: Child : Child

To create the complete name of subcustomer in a customer form, perform the following steps:

1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New.

2. Provide a Label.

3. Set Type to Free-Form Text.

4. Un-check Store Value.

5. In the Applies To tab, check Customer.

6. In the Display tab, set Subtab to Main and Display Type to Inline Text.

7. In the Validation & Defaulting tab, set Default Value:

Case WHEN {parentcustomer.entityid} is NULL Then {entityid} ELSE ({parentcustomer.entityid} || ' '|| ':' || ' ' || {entityid}) END

8. Check Formula.

9. Click Save.

Based on the formula, if the Parent field in the customer record is blank, the field will return the customer name, otherwise, it will return the Parent name concatinated with the customer name. To verify, view a sub customer or a child customer record.