Forum Discussion

ZintJoseph's avatar
ZintJoseph
Qrew Captain
8 years ago

Case Formula Not Working

I am trying to create an email subject line based on a selection of contract type and then combine those items into a string that can be used as an email notification subject line....getting errors

My formula
Case([Contract Type],

"GC Install", "List,"-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]",

"Direct to Customer Install", "List,"-",[Customer Name],[Date Submitted to Legal],[Contract Amount]",

"Customer Service Contract", "List,"-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]",

"Customer Indirect 3rd Party Service Agreement", "List,"-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]","")
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    Try this
    Case([Contract Type],

    "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]),

    "Direct to Customer Install", List("-",[Customer Name],[Date Submitted to Legal],[Contract Amount]),

    "Customer Service Contract", List("-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]),

    "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]))
  • ZintJoseph's avatar
    ZintJoseph
    Qrew Captain
    8 years ago
    Was just trying that...throws and error. Would it make a different that the Contract Type is radio button


  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    The phrase Service Agreement needs to be in quotes if it a string and  in [   ] if it is a field name.
  • ZintJoseph's avatar
    ZintJoseph
    Qrew Captain
    8 years ago
    Still not working but an error that I get is List is a text function and two of the fields, Date Submitted to Legal and Contract Amount are numeric...still working on it
  • ZintJoseph's avatar
    ZintJoseph
    Qrew Captain
    8 years ago
    We have success!...Thanks for the help Mark

    Correct formula and result

    Case([Contract Type],

    "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Direct to Customer Install", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Customer Service Contract", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

    "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")))


    Customer-Hussmann-06-21-2017 12:00 AM-35,000