Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

How to setup a field to add a suffix after submission?

The question may not have been much clear, so hopefully, this explains what I'm talking about. I ran into problems with integration with Quick Books, so my solution has to be to add a suffix "(c)" whe...
Forms
MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
You can do it two ways.  
(1) With a formula field and a form rule to update the needed text field.
or
(2) With just a formula field.

It depends on the 'integration' with QBooks.
Are you able to change the field in the report or code that runs the 'integration'?
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    My integration with quick books is through workato. I'm not overly familiar with the capabilities inside workato, but I can control what I take from quick base and send to quick books. I cannot change the titles of the fields within workato, just which fields. I think it needs to be more quick base done though. Is it possible with the formula field to allow this person to type in the name and auto put the suffix after they continue with the rest of form?
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    Yes, now that we know you have control over changing the field you will want to go with option 2.

    Create a new formula field and have it add the "(c)" after the name.

    Then adjust your Workato connection to use the new formula field.
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    what would be the formula for that if i only use last name?