Pipeline formula for user names
I need a pipeline to populate a field in a new record with the names from another field. Many users did not update their profile with a ‘Screen Name’ so I can’t use that field in the pipeline. I a...
Forum Discussion
Did you use the UserListToNames function to get the names in your text field? If so, can you confirm if the First Name and Last Name are populated in the Fundraisers Assigned field in your pipeline (see screenshot below)?
To get the first and last name in the pipeline, you would need to use Jinja and loop through the Fundraisers Assigned list to extract the names.
I can assist with that; however, I wanted to make sure in your scenario Barbara Burns has a name value. Also, if there is a name, the UserListToNames function should provide the same and would be a much simpler solution.
I did end up using the UserListToNames along with the SearchAndReplace to switch the semi-colon to a comma. This gave me the result I needed.
SearchAndReplace(UserListToNames([Fundraisers Assigned]),";",",")
Thank you!