Formula Rich Text field containing fields

Question

I am trying to create a Rich Text Formula field that will display as fields are completed. It's meant to show the user what a notification will look like when sent. However, the field references in my formula field are not displaying the text typed, just the field name. I am unsure what I need to do to get the typed text showing in place of the field name. Here is my formula:"&lt;p&gt;Attached is [Call Forecasting Description] [Call Forecasting Purpose] and will be distributed by [Call Forecasting Distribution].&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;Please share this information with your teams as appropriate. If you have any questions, please contact [Assigned To].&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;&lt;b&gt;When is the communication going out?&lt;/b&gt;
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *This will be sent to [Call Forecasting LOB] [Call Forecasting Audience].
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *Exceptions - [Call Forecasting Exceptions].&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;&lt;b&gt;When is the communication going out?&lt;/b&gt;
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *The estimated mail drop is [Desired Due Date].&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;Thank you&lt;/p&gt;"Here is the output on the form:Call Forecasting Email Preview

Attached is [Call Forecasting Description] [Call Forecasting Purpose] and will be distributed by [Call Forecasting Distribution].

Please share this information with your teams as appropriate. If you have any questions, please contact [Assigned To].

When is the communication going out?&nbsp; &nbsp; &nbsp; *This will be sent to [Call Forecasting LOB] [Call Forecasting Audience].&nbsp; &nbsp; &nbsp; *Exceptions - [Call Forecasting Exceptions].

When is the communication going out?&nbsp; &nbsp; &nbsp; *The estimated mail drop is [Desired Due Date].

Thank you

Any help is appreciated. I am so close but can't seem to figure out the correct syntax to use. Thank you!------------------------------Amy Gosz------------------------------

markshnier__you · Answer

All you need to do is to end the quotes when you need to insert a field name, and then use the &amp; character for concatenation."&lt;p&gt;Attached is " &amp; [Call Forecasting Description]&nbsp; &amp; "&nbsp; " &amp; [Call Forecasting Purpose]&nbsp; &amp; " and will be distributed by " &amp; [Call Forecasting Distribution] &amp; "&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;Please share this information with your teams as appropriate. If you have any questions, please contact " &amp; [Assigned To] &amp; ".&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;&lt;b&gt;When is the communication going out?&lt;/b&gt;
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *This will be sent to " &amp; [Call Forecasting LOB]&nbsp; &amp; " " &amp; [Call Forecasting Audience] &amp; ".
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *Exceptions - " &amp; [Call Forecasting Exceptions] &amp; ".&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;&lt;b&gt;When is the communication going out?&lt;/b&gt;
&lt;br&gt;
&amp;nbsp; &amp;nbsp; &amp;nbsp; *The estimated mail drop is " &amp; ToText([Desired Due Date]) &amp; ".&lt;/p&gt;

&lt;p&gt;
&lt;/p&gt;

&lt;p&gt;Thank you&lt;/p&gt;"------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

amygosz2 · Answer

Thank you Mark! That was the one option I didn't try. I made one change and that was with the field "Assigned To". The &" "& function doesn't work with a user field so I had to adapt for that by creating a different field and using the new field created. All good though!

------------------------------
Amy Gosz
------------------------------

markshnier__you · Answer

OK great!&nbsp;you could have usedUserToName([Assigned To])&nbsp;to convert the user field to a name.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

amygosz2 · Answer

Good to know. I tried the ToText command but it didn't work. I will make note of your suggestion and change it if the users would like it changed.Thank you again for the quick response on my question!------------------------------Amy Gosz------------------------------

Forum Discussion

Formula Rich Text field containing fields

4 Replies

Related Content

Assistance Needed to Locate Formula Fields which include Specific String

Create a formula duration over 5 years

Using equivalent of SQL IN or CONTAINS for formula

Looking for State abbreviation to full spelling formula

Formula Date > Text field

Recent Discussions

Summary Table Question

Google Search is back

Can I use quickbase actions within the same table?

Looking for Consultant: Add time tracking to existing task management app.

Share your feedback on the new Qrew Discussions