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Formula help!!

Nicole McGath

Hello!  I have been working with Sugar for 3 years, but have never had much experience with calculating formulas!

I have a field called Closed by. 

I want this field to populate with the name of the Assigned to user once the case Status has been changed to Closed.

I have tried everything I can think of and cannot get anywhere.  Also, when I use the Related to formula to get the Assigned to User name to populate, I can only choose first name or last name and I need to be able to see both.

Any help you can offer is greatly appreciated!!

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  • 0

    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

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  • 0

    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

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