4 Replies Latest reply on Feb 4, 2011 7:03 AM by BERGSTEN

    Case Calculation

    BERGSTEN

      Title

      Case Calculation

      Post

      When a new record is generated in my invoice table, the account that created it timestamps it and auto fills the "Entered_By" field with their first name (the name of his or her account). On the customer view, it would be helpful to have the whole name listed as the person who quoted them, for us last names don't matter on the accounts since we're a small company. 

      I want a field to list the whole name of the following people on a print layout only, so I created a separate field called EnteredByFull that is a calculation field with a text result. I can't seem to get the calculation to work:

      Case(EnteredByFull; Self ;

      Entered_By = "Andrew"; "Andrew Jones";

      Entered_By = "Greg"; "Greg Smith";

      Entered_By = "Kim"; "Kim Greene";

      Entered_By = "Bob"; "Bob Johnson";Self)

        • 1. Re: Case Calculation
          philmodjunk

          Presumably, this is a text field with an auto-enter calculation.

          Try this version and see if it works for you:

          Case ( Entered_By = "Andrew"; "Andrew Jones";
                    Entered_By = "Greg"; "Greg Smith";
                    Entered_By = "Kim"; "Kim Greene";
                    Entered_By = "Bob"; "Bob Johnson";
                    Self)

          If it doesn't, please describe exactly how it doesn't work.

          • 2. Re: Case Calculation
            RickWhitelaw

            What happens when you have two Andrews?

            RW

            • 3. Re: Case Calculation
              Sorbsbuster

              Why not make their User Name their full name, and set in their preferences that as their default name?  No additional typing, no Case field needed.

              • 4. Re: Case Calculation
                BERGSTEN

                @RW : We do have two Andrews. One is Andy and one is Andrew. Our company is very small, this would never be an issue here.

                @Sorbsbuster: I don't want to make their user name their full name because a lot of work has already been invested that relates to their first name being their username. Plus, we don't need to see the full name on our end, just the customer does.

                @Phil--

                That worked great! Thanks!