Effect of Primary Fields on Insights

User Experience Knowledge Share
1

Primary fields determine which columns are available by default when exploring an object’s data and displaying it in a table. The built-in behavior works as follows:

  1. If no primary fields are defined, the insight displays an OOTB table that includes a column for every available field in the object.

    Primary Fields
    Primary Fields1810×474 55.5 KB

    Insight without primary fields
    Insight without primary fields1909×949 182 KB

  2. If one or more fields are marked as primary, the insight displays an OOTB table that includes columns only for those primary fields.

    Fields marked primary
    Fields marked primary1807×492 56.9 KB

    Insight with primary fields
    Insight with primary fields1818×948 179 KB

This behavior is consistent for both Case and Data objects.

This short demo shows how primary fields directly influence the columns that are available out of the box during insight exploration:

Effect of primary fields

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thanks for sharing your insights with the community @farjf :slight_smile: (excuse the pun!)

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Its one of these ‘hidden’ features that is very useful to be aware of. Thanks for sharing!

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