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Question

Case Formula Not Working

I am trying to create an email subject line based on a selection of contract type and then combine those items into a string that can be used as an email notification subject line....getting errors

My formula
Case([Contract Type],

"GC Install", "List,"-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]",

"Direct to Customer Install", "List,"-",[Customer Name],[Date Submitted to Legal],[Contract Amount]",

"Customer Service Contract", "List,"-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]",

"Customer Indirect 3rd Party Service Agreement", "List,"-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]","")

      Try this
      Case([Contract Type],

      "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]),

      "Direct to Customer Install", List("-",[Customer Name],[Date Submitted to Legal],[Contract Amount]),

      "Customer Service Contract", List("-",[Customer Name] Service Agreement,[Date Submitted to Legal],[Contract Amount]),

      "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name] Service Agreement,[GC or 3rd Party Name],[Date Submitted to Legal],[Contract Amount]))
      • ZintJoseph
      • Author
      • Registered
      • June 21, 2017
      Was just trying that...throws and error. Would it make a different that the Contract Type is radio button


      The phrase Service Agreement needs to be in quotes if it a string and  in [   ] if it is a field name.
      • ZintJoseph
      • Author
      • Registered
      • June 22, 2017
      Still not working but an error that I get is List is a text function and two of the fields, Date Submitted to Legal and Contract Amount are numeric...still working on it
      • ZintJoseph
      • Author
      • Registered
      • June 22, 2017
      We have success!...Thanks for the help Mark

      Correct formula and result

      Case([Contract Type],

      "GC Install", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

      "Direct to Customer Install", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

      "Customer Service Contract", List("-",[Customer Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")),

      "Customer Indirect 3rd Party Service Agreement", List("-",[Customer Name],[GC or 3rd Party Name],ToFormattedText([Date Submitted to Legal],"MMDDYYY"),ToFormattedText([Contract Amount],"comma_dot")))


      Customer-Hussmann-06-21-2017 12:00 AM-35,000
      The formuals get easier the more you build them.  :)
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