How do I show Portfolio and Program names in a custom calculated field? | Community
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Chrystal_Martin
Chrystal_Martin
Level 2
January 10, 2022
Question

How do I show Portfolio and Program names in a custom calculated field?

  • January 10, 2022
  • 3 replies
  • 883 views

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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3 replies

nryan2
nryan2
Level 3
January 11, 2022

Have you tried this:

CONCAT(Reference Number,"_",Quarter,"_",Portfolio,"_",Program,"_",Type of Creative)

skyehansen
Community Advisor
skyehansenCommunity Advisor
January 11, 2022

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)

S
smmurphy2342
Level 2
November 13, 2024

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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