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Brennan Butler 15
I have a formula for a naming convention on Opportunity, I need this formula to also update the Amount in the naming convention when the Amount on the Opportunity is changed
Here is the formula - It is pulling in all needed information, but when the amount on the opportunity is updated it is not pulling in the new amount. Does anyone have any ideas how to make this work. I was thinking I may have to have a workflow with this code to update everytime an opportunity record is updated?
Account.Name & IF( Amount > 0, " - $" & TEXT(Amount) , "") & IF( LEN( Project_Code__c) > 0 , " - Project " & Project_Code__c , "") & IF( ISBLANK( CloseDate ) = FALSE , " - " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)),"")
Thank you for any help
Account.Name & IF( Amount > 0, " - $" & TEXT(Amount) , "") & IF( LEN( Project_Code__c) > 0 , " - Project " & Project_Code__c , "") & IF( ISBLANK( CloseDate ) = FALSE , " - " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)),"")
Thank you for any help
Try using + sign and the spelling for "AND" instead of '&'
AND (
Account.Name ,
IF( Amount > 0, " - $" + TEXT(Amount) , ""),
IF( LEN( Project_Code__c) > 0 , " - Project " + Project_Code__c , "") ,
IF( ISBLANK( CloseDate ) = FALSE , " - " + TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)),"") )
I didn't modify the whole formula you will have to do it but this is how you can arrange your formula for better visibility and understanding