I am trying to create a cloned opportunity in a project management pipeline that is named “client name - “ And the sales Type of the Won opportunity. I have a custom dropdown field for sales type that carries from the sales opp to the PM opp just fine, but when using the formula ‘CONCAT(name,” - “,cf_SType) it returns “Doe, John - 477845”. Does anyone know how to have it return the selection, rather than the reference number?
Best answer by K_HarmanView original
Never Mind - If I use the formula CONCAT(name,” - “,GETVALUE(cf_SType)) it works great!
Glad you worked it out
@K_Harman! Feel free to post any other questions that come up.
How to use variables to reference default and custom fields in formulas
cf_ is the prefix to reference custom field values. For example cf_field_key.
If you wanted to change the description of an opportunity to include a custom field that indicates the sales region West or East, and custom text, under 'Actions' you would select the 'Description' field from the drop-down, choose 'Use a Formula,'and type in:
CONCAT(cf_sales_region, ' - MM')
If Sales Region = West, the description of the opportunity would be:
“West - MM”
The example should be CONCAT(GETVALUE(cf_sales_region), ' - MM') to return “West - MM”. I use this article frequently when creating workflows, so perhaps it should be edited so others don’t get stuck on the same piece.
Thanks for letting me know
@K_Harman! We have updated the article. :)