search
Ctrlk

Hide Linked Record Title

hashtag
Introduction

This release focuses on improving the readability and clarity of processes that use Linked Record fields. By allowing admins to suppress the display of Linked Record titles, the platform now supports cleaner layouts, reduces visual noise, and ensures a more streamlined experience when working with Linked Records and their embedded fields across processes.

hashtag
What this release covers

  1. This update focuses on strengthening the configuration of the Linked Record setting, “Suppress title hyperlink to the record,” which is available inside the Linked Record checklist settings → Preview options.

When this setting is enabled:

  • The auto number and title of Linked Records inside processes are hidden.

  • If a Linked Record contains another Linked Record field as an embedded field, the title for that embedded Linked Record is also hidden.

  1. The previous input prompt, “Enter optional title,” shown during inline creation of a new Linked Record, has been removed.

  2. Users can now create Linked Records directly using “Create New LR”, without being prompted to enter a title, preventing unnecessary chatroom creation from the checklist.

This improves consistency and allows teams to embed Linked Records in a more controlled, minimalistic way.

hashtag
Before vs After

Before

After

Linked Record titles (auto number + title text) were always visible inside processes, including embedded LR fields.

Titles are fully hidden when Suppress hyperlink is enabled in Process Builder.

Embedded Linked Records also displayed their titles by default.

Titles for embedded Linked Records are also suppressed.

Creating a new Linked Record from inside the checklist displayed an “Enter optional title” input box.

The title input box is removed; creation happens directly via “Create New LR”.

Title visibility and input prompt could unintentionally trigger unnecessary chatroom creation.

Cleaner flow prevents accidental chatroom creation and reduces UI clutter.

hashtag
Release Limitations

  • If the Linked Record field does not contain any embedded fields, enabling the “Suppress hyperlink” option will result in a blank header area being displayed, which can make the checklist visually look empty or incomplete.

  • Title suppression applies only when the admin explicitly enables the “Suppress hyperlink” option inside the Linked Record checklist settings.

  • This release does not change how Linked Record titles are visible in any other instances throughout the platform.

Last updated