When multiple records have similar names, picking the right one in a relation search can feel like guessing. You see a list of titles, but titles alone are often not enough.
Is it Sarah Smith from sales or Sarah Smith from support? The Monday call or the one from last week?
A common workaround has been to use a calculation field to add more details to the record title, so the right information shows up in the relation search. The downside is that the same title appears in every relation field, even when the context is different.
That is now built in, with per-field configuration and much more flexibility.
What you can configure in the relation field search
- Choose which fields are shown in search results
- Arrange fields in any order using drag and drop
- Control what can be searched. For some field types, showing them also makes their content searchable. This includes single line text, number, unique ID, calculation, email, phone, location, and date. All other field types only add context in the dropdown and the field value cannot be searched. This keeps results clear, fast, and relevant.
- Configure separate settings for each related database in the same relation search, such as contacts, tasks, or support tickets
- If you add multiple relation fields to the same record, you can configure each one in a different way.
How to get started
- Unlock any record in the new record experience and add a relation field (all details here ➔)
- Open the search dropdown by clicking the add button
- Click the “eye” icon to open the search configuration
- Use the tabs to switch between related databases, then toggle fields on or off and drag them into your preferred order
- Users will see the updated search results immediately.
Set it up so your team can pick the right record directly in search, before the wrong one gets added and creates unnecessary notifications.
Happy building 