Changing the primary field

Changing the primary field

What is the primary field?

The primary field is a user-defined field that acts as the unique label or title for each record in a table. It is always pinned as the first column and cannot be hidden, moved, or deleted.

Example:

In a contacts table, setting "Full Name" as the primary field ensures that every expanded record is identified by name rather than by an ID or another value.

Who can use it and on which plan?  

Zoho Tables plan

Can change primary field?

Free

Yes

Professional

Yes

 

Who has access?

Role in Zoho Tables

Access

Owner, Manager, and Editor

Can change the primary field

Data Maintainer, Commenter, and Viewer

Cannot change the primary field

 

How to change the primary field  

Changing the primary field via Manage Fields

  1. On the right side of the view bar, click Manage fields.

  2. Locate the field you want to set as the primary field.

  3. Click the three-dot menu icon next to the field name.

  4. Choose Make as Primary Field from the options.


  5. A confirmation pop-up will appear. Click Confirm to proceed. 

  1. The field will now be set as the primary field.
     

Changing the primary field directly from the Grid view.
  1. Open your table and navigate to the Grid view.

  2. Locate the field you want to set as the primary field.

  3. Click the dropdown arrow on that field's column header.

  4. From the dropdown menu, choose Mark as Primary Field.

  5. A confirmation pop-up  will appear. Click Confirm to proceed.

  6. The chosen field will now become the primary field and move to the first column position.