I'm trying to add a field to my custom forms that creates a project name automatically. We include the Portfolio Name and Program Name in our file naming convention, but all I can get is the ID for my calculated form.
The current string is:
CONCAT(Reference Number,"_",Quarter,"_",Portfolio ID,"_",Program ID,"_",Type of Creative)
That gives me an output of this on the custom form:
12345_22SP_70b85d45115f8c4b4eb494394c2e98fd_39b85d4b005e8d02763aj93eb10ccbi0_Email
How do I get it to show the actual name of the portfolio and program instead? I tried the following, which did not work:
CONCAT(Reference Number,"_",Quarter,"_",Portfolio Name,"_",Program Name,"_",Type of Creative)
CONCAT(Reference Number,"_",Quarter,"_",Portfolio.Name,"_",Program.Name,"_",Type of Creative)
CONCAT(Reference Number,"_",Quarter,"_",Portfolio.name,"_",Program.name,"_",Type of Creative)
CONCAT(Reference Number,"_",Quarter,"_",portfolio.name,"_",program.name,"_",Type of Creative)
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Have you tried this:
CONCAT(Reference Number,"_",Quarter,"_",Portfolio,"_",Program,"_",Type of Creative)
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You didn't mention the non-working behavior. Is it possible that you might not be recalculating the calculated field every time you make a change to it? (if so, it would retain the answer to the initial calculation so that no matter what you do it shows the GUID)
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We had to use this:
{portfolioMM|portfolio}.{name}
{programMM|program}.{name}
I ended up creating custom calculated fields for both Portfolio and Program so that future use within other calculated fields and forms is easier. Now in other fields we just use
{DE:Portfolio Name}
{DE:Program Name}
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