Formula

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 Chris

Thanks for taking the time to look at this for me, the formula above currently returns Review2024, the two related fields are dropdowns, but I am trying to get the displayed values from the individual accounts, is this why we are getting this return.

joe 

HI Chris

Thanks for taking the time to look at this for me, the formula above currently returns Review2024, the two related fields are dropdowns, but I am trying to get the displayed values from the individual accounts, is this why we are getting this return.

joe 

Hi Joseph McCann ,

If the result you are seeing 'Review2024' you will first want to double check the formula you entered. At a minimum, there should be spaces before and after 'Review' even if the related values are not populating. If you look at the formula I entered in my prior post, you will see there were spaces included in side the quotes for those two strings.

As to why the the dropdown fields are not populating, I need additional information to help further:

• What module is the action button placed on? 
• Is the action of the button to create an opportunity or something else?

Chris