Formula help!!

Instead of configuring a formula you may want to setup a SugarBPM process to do that. It is pretty easy to accomplish.

Indeed, adding this via SugarBPM is a good Idea as calculated fields are calculated everytime a record is updated but to answer the qestion you have:

for catching several texts from different fields and fill it to a destination field as a string use the function concat()

for your example this one will help:

concat(related($assigned_user_link,"first_name")," ",related($assigned_user_link,"last_name"))

edit: depending of the instance

related($assigned_user_link,"name")

will also give back the full name of the user

Bests

Björn

Processes I am relatively good at!  I have it set up and it is doing exactly what I needed it to do!  I don't know why I did not think of doing it this way!!!  Thank  you!!

That makes sense!!  Thank you so much for your help!  I went with the process and have it up and running!  But I would definitely like to explore more with formulas!

you are welcome :-)

Going with the SugarBPM is the best way as it is executed at the time you want. This will not only lower the server capacity on every change to a record but will make it possible to add more steps to a case like follow up management that will allow to change the state from closed to "reviewed", "reopened" or whatever.

Bests

Björn

Nicole McGath - If you want to learn more about the use of formulas, I wanted to make sure you were aware of these Help Articles: Sugar Logic. They'll walk you through a variety of different examples you can use in your instance or modify for your needs. Enjoy!

Thank you Alex!  This is great!!!!