Replacing "Primary Contact" / Requestor on Project w/ Calc Custom Expression

Forum|Forum|6 years ago
October 8, 2019
4 replies
763 views

Hello! I know I have done this before but for some reason not working now... I have a Type Ahead field on the Project Object, with the purpose of overwriting any data copied from original request for the field Primary Contact. Normally, if Primary Contact exists, then both Primary Contact NAME and Primary Contact Home Group Name are copied to Project. HOWEVER...if that information needs to be changed on the Project (for reporting reasons), I would like to nest and IF THEN statement to give priority to the Type Ahead field. Currently, this calc is producing "No Requestor" in all cases... IF(!IsBlank({Requestor TypeAhead}),{Requestor TypeAhead}, IF(!IsBlank({Project_Requestor}),{Project_Requestor},"No Requestor"))) Any sleuths out there? Jane Stavinoha Federal National Mortgage Association (Fannie Mae)

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J

JaneSt1Author

Level 2

One suggestion from a learned friend, still not working... IF(!ISBLANK({DE:Project_Requestor}),{DE:Project_Requestor},IF(!ISBLANK({DE:Requestor TypeAhead.Name}),{DE:Requestor TypeAhead.Name},"No Requestor")) Jane Stavinoha Federal National Mortgage Association (Fannie Mae)

A

Anonymous

Try this IF(!ISBLANK({DE:Project_Requestor}),{DE:Project_Requestor},IF(!ISBLANK({DE:Requestor TypeAhead}.{name}),{DE:Requestor TypeAhead}.{name},"No Requestor")) Melinda Layten Technical Project Manager - API and Integration Workfront

J

JaneSt1Author

Level 2

Jane Stavinoha Federal National Mortgage Association (Fannie Mae)

J

JaneSt1Author

Level 2

Thanks Melinda...no joy :-( Jane Stavinoha Federal National Mortgage Association (Fannie Mae)