Configuring objects for enhanced data views

You can customize the display options for each object within the system. Any changes made will be universally applied, affecting all roles and various system components such as:

• UI Elements: Pages featuring fields or dropdowns that reference an object, like selecting an 'Integration User' when creating an integration.
• Records: Instances where fields within a record refer to the object, such as the 'Point of Contact' field in an Audit record. 
• Survey Components: Variables within surveys that are associated with the object.

Scenario

To illustrate, let's consider customizing the User object. For example, an administrator wants to display both the Full Name and Position or Department of the user for greater transparency. 

Procedure

1. Click Data Model > Objects.
2. Open the Users object.
3. In the Object records labels row, select Position as the subtitle.
4. Save your changes.

System-wide impact

These alterations influence how the user object appears throughout the system for all roles. This is evident, for example:

When generating integration credentials:

While setting up an integration:

Data field changes

Additionally, any fields tied to the User object, like the Assigned To Assets field, will reflect these changes.

Survey implications

The customized display options are also visible when adding variables to surveys.

Conclusion

Customizing an object's display options offers a powerful way to tailor your interface according to your organizational needs. The effects are wide-reaching, impacting everything from UI elements to data collection in surveys. Ensure that you are aware of the system-wide impacts before applying any changes.