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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:

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

    edit: depending of the instance

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    related($assigned_user_link,"name")
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    will also give back the full name of the user

    Bests

    Björn

  • 0 in reply to Björn Canales Pfisterer

    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!

  • 0 Sugar Employee Badge in reply to 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!

  • 0 in reply to Alex Nassi

    Thank you Alex!  This is great!!!!

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