Dynamic Record Names

Dynamic Record Names let a workspace generate record titles automatically from a formula instead of relying on people to type a meaningful name. Combine literal text with custom field values and Blue computes the name each time a record changes.

A formula like {Client} - {Project Type} #{Sequential ID} produces names like ACME - Onboarding #142 — consistent, scannable, and never blank.

Setting it up

1. Open Workspace Settings → Record Naming.
2. Toggle Dynamic Record Names on.
3. Build the formula:
   • Type literal text — punctuation, prefixes, spaces — exactly as you want it to appear.
   • Insert field references with {Field Name}. Use the field picker if you don’t want to type the name.
4. Pick how empty fields should be handled — either leave the placeholder blank or substitute a fallback.
5. Preview the formula against existing records before saving.

Save and the workspace recomputes every record’s name. The change is reversible — toggle off and the names you compute are kept, but new records won’t auto-generate.

What fields can be used

Most field types can feed a name formula:

• Single-line text, multi-line text, URL, email
• Number, currency, percent
• Single-select, multi-select
• Date, datetime (formatted as text)
• Reference (uses the referenced record’s name)
• Sequential ID — useful as a stable suffix
• Assignee — uses the assignee’s name

Formula and rollup fields can also be used, since they resolve to values themselves.

Behavior

• The name recomputes whenever a field used in the formula changes.
• Manually editing a record’s name overrides the formula for that record until the next field change. To re-lock to the formula, clear the name.
• Records created via public forms, the API, or automations all respect the formula.
• Dynamic names are workspace-level — different workspaces can have completely different naming schemes.