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 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

HI Chris

Thanks you were correct I missed the spaces.  The action button is on accounts to create an opportunity.

Joe 

Hi Joseph McCann ,

It looks like this is a bug in Sugar (90036). It also looks like someone recently had the same issue in SugarClub. That post describes a code-level way to achieve your outcome as well as a SugarBPM-driven way. 

Whichever route you choose, I recommend filing a case with Sugar Support to let know you are impacted the defect I linked above so they can link you to the defect and update you on its progress.

Chris

HI Chris

Thanks for all your help, I have found a work around in that when the smart button is used to create an opportunity with a specified name a business process has been set up to rename the opportunity to the settings required.

Joe 

HI Chris

Thanks for all your help, I have found a work around in that when the smart button is used to create an opportunity with a specified name a business process has been set up to rename the opportunity to the settings required.

Joe