Common questions about Department Fields usually focus on field differences, organization updates, and filtering or grouping, with 3 frequent answers below.
FAQ
What is the difference between a department field and a contact field?
- A department field is used to select departments from the organization structure.
- A contact field is used to select specific people.
- If you need organization-based classification, reporting, or grouping, a department field is the better fit. If you need to assign a person in charge, a contact field is the better fit.
Will Department Fields update after the organization structure changes?
- Department Fields use department information from the organization structure.
- When the organization structure is updated, the department selection list updates as well.
- If you do not see the change right away, reopen the picker panel or refresh the current table view.
Can I filter and group records by a department field?
- Yes. A department field can be used as a department dimension in the data table.
- You can filter records by department to find target data faster.
- You can also group records by department to review summaries under each department.
Glossary
| Term | Definition |
|---|---|
| Department field | A field type in the data table that links records to department information in the organization structure. |
| Organization tree | A selection structure that shows department hierarchy in a company or team. |
| Auto-fill department | A setting that fills in the current user's department when a new record is created. |
| Full department details | A full-path display format for a department, such as Company/Division/Department. |