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make date time unique along with a text field

  • 1.  make date time unique along with a text field

     
    Posted 04-11-2018 15:03
    I would like to create a formula field that will concatenate a few text fields along with a date & time field.


    My fields are;


    Appointment Date, Provider Name, Case Manager


  • 2.  RE: make date time unique along with a text field

    Posted 04-11-2018 15:10
    Hi,

    Create the formula text field and try the below code.
    ToText([Appointment Date]) &"  "& [Provider Name] &"  "& [Case Manager] 
    Thanks,
    Gaurav


  • 3.  RE: make date time unique along with a text field

    Posted 04-11-2018 15:14
    Just to add, if your Case Manager field is a User field then, try UserToName formula.
    UserToName([Case Manager])


  • 4.  RE: make date time unique along with a text field

     
    Posted 04-11-2018 16:07
    It says "This formula is incompatible with this field being marked unique


  • 5.  RE: make date time unique along with a text field

     
    Posted 04-11-2018 16:31

    My date field was a Date & Time field. I changed it to just "date" and it works. I made a dedicated time field and included it into the formula. Thanks



  • 6.  RE: make date time unique along with a text field

    Posted 04-11-2018 16:34
    Hi Steph,

    I would suggest trying something like the formula below without the conversion. If it is a formula text field it should force the values to convert. Then as Gaurav mentioned you may need to adjust to UserToName if that is a user field that would instead show an email, etc. 

    [Appointment Date] & " " & [Provider Name] & " " & [Case Manager] 

    This should allow you to string together those three fields with a space between each one. You can also switch out each " " for a "-" or ":" if you wanted a character between each part of the entry.