Forum Discussion

AmyGosz1's avatar
AmyGosz1
Qrew Cadet
11 days ago

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 am having trouble getting it to populate using the First and Last Names. What formula can I use in Pipelines to create a list of multiple names?

I used this field to create a text field and this is what is returned:               

Using this text field is not ideal as Barb does not have a screen name so it defaults to her email address. If there are several users, this field will be harder to read with emails being used.             

I want the pipeline to take the Fundraisers Assigned values and populate like this – preferably comma separated but semi-colon is fine too.

                Example: Amy Gosz, Barbara Burns

I can get the First Name and Last Name to combine but then it only returns one of the names. How do I write the formula to not only combine the First Name and Last Name, but also list the multiple users names? I need all names (can be several) that appear in the Fundraisers Assigned field to populate to the new field.

 
 

 

 

 

 

2 Replies

  • hueyal's avatar
    hueyal
    Qrew Trainee

    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.

     

    • AmyGosz1's avatar
      AmyGosz1
      Qrew Cadet

      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!