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WadeMyers1's avatar
WadeMyers1
Qrew Trainee
23 days ago

Extracting full name (with changes)

I've been able to successfully extract the surname of a user account using this formula: UserToName([Record Owner], "FF")

The problem is that the user account was created as first name Richard and the contact record that corresponds to that user was set up as "Rick", so I'm not going to be able to make a match.

My goal was to compare the record owner to a snapped value that occurs in a previous process, but when I tried changing the actual user account to Rick to circumvent the fact that the snapped field it is comparing to will not change, but apparently once the user name is set up it doesn't change.

Is it possible that the user account will update after some period of time? if not, I'm open to other suggestions/ideas, and I thank you in advance for your input. 

  • Can you ex[plain this?

    "to circumvent the fact that the snapped field it is comparing to will not change"

    What do you mean by "snapped".  Do you mean a snapshot field?

    • WadeMyers1's avatar
      WadeMyers1
      Qrew Trainee

      Correct. A snapshot field is populated with a Project Manager of Record, locking in the point in time for who was assigned and responsible at the time a status report was generated. This is done to ensure they receive payment of earned incentives (for driving business) even if the project is later reassigned.

      I'm adding some additional validations to the formula, specifically comparing the [Project Manager of Record] to the [Record Owner], with the purpose of confirming that the task wasn't built by another person (via template or manually in their absence). If the name values in the field don't match, the task is disqualified for an incentive.

  • You can snapshot the User instead, o its not depended on the User's Name.  Would that work?