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'?
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.