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 t...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCan 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?
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.