Hi
I am using an action button to speed up our sales team, I would like to be able to name the opportunity as part of the action button based on fields in the account, this is where I am at the moment:
equal( (related($accounts, "coefss_c", " ") "Review", related($accounts, "review_due_c" " "), 2024) I was hoping this would return this e.g,
COE Review Nov 2024
Any help much appreciated.
Joe
Hi Joseph McCann ,
The equal() formula in SugarLogic is a boolean formula which means it only returns a value of true or false. The formula you are seeking would be concat(). Your formula would look like this:
concat(
related(
$accounts,
"coefss_c"
),
" Review ",
related(
$accounts,
"review_due_c"
),
" 2024"
)
Hardcoding a year in the formula may not produce the desired results. If your 'review_due_c' is a month dropdown and they select 'January', you may want that to say 'January 2025' (or whatever the next year is when this action is taken). If that's a potential use case, I recommend reviewing ways you could automate the year in that formula rather than hardcoding it.
Chris
Hi Joseph McCann ,
The equal() formula in SugarLogic is a boolean formula which means it only returns a value of true or false. The formula you are seeking would be concat(). Your formula would look like this:
concat(
related(
$accounts,
"coefss_c"
),
" Review ",
related(
$accounts,
"review_due_c"
),
" 2024"
)
Hardcoding a year in the formula may not produce the desired results. If your 'review_due_c' is a month dropdown and they select 'January', you may want that to say 'January 2025' (or whatever the next year is when this action is taken). If that's a potential use case, I recommend reviewing ways you could automate the year in that formula rather than hardcoding it.
Chris
