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Case Formula Not Working

  • 1.  Case Formula Not Working

    Bronze
    Contributor
    Posted 06-21-2017 19:24
    I am trying to create an email subject line based on a selection of contract type and then combine those items into a string that can be used as an email notification subject line....getting errors

    My formula
    Case([Contract Type],

    "GC Install", "List,"-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]",

    "Direct to Customer Install", "List,"-",[Customer Name],[Date Submitted to Legal],[Contract Amount]",

    "Customer Service Contract", "List,"-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]",

    "Customer Indirect 3rd Party Service Agreement", "List,"-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]","")


  • 2.  RE: Case Formula Not Working

    Posted 06-21-2017 19:26
    Try this
    Case([Contract Type],

    "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]),

    "Direct to Customer Install", List("-",[Customer Name],[Date Submitted to Legal],[Contract Amount]),

    "Customer Service Contract", List("-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]),

    "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]))


  • 3.  RE: Case Formula Not Working

    Bronze
    Contributor
    Posted 06-21-2017 19:30
    Was just trying that...throws and error. Would it make a different that the Contract Type is radio button




  • 4.  RE: Case Formula Not Working

    Posted 06-21-2017 19:38
    The phrase Service Agreement needs to be in quotes if it a string and  in [   ] if it is a field name.


  • 5.  RE: Case Formula Not Working

    Bronze
    Contributor
    Posted 06-21-2017 20:24
    Still not working but an error that I get is List is a text function and two of the fields, Date Submitted to Legal and Contract Amount are numeric...still working on it


  • 6.  RE: Case Formula Not Working

    Bronze
    Contributor
    Posted 06-21-2017 20:33
    We have success!...Thanks for the help Mark

    Correct formula and result

    Case([Contract Type],

    "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Direct to Customer Install", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Customer Service Contract", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")))


    Customer-Hussmann-06-21-2017 12:00 AM-35,000


  • 7.  RE: Case Formula Not Working

    Posted 06-21-2017 20:40
    The formuals get easier the more you build them.  :)