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Hi, I'm working through the rollout to Lightning. As I'm testing out the features in Lightning, I noticed that the workflow set up to automatically create the opportunity name (based on the gift type Individual or Corporate) is no longer working. I didn't set this up, but the formula looks ok to me (and is working fine in Classic). Has anyone else run into this? Any ideas? 

 

Thanks, Eskay

 

Here is the formula:

 

Case( Type , "Corporate", Account.Name, "Individual", npsp__Primary_Contact__r.FirstName & " " & npsp__Primary_Contact__r.LastName ,"") 

 

& " - " & 

 

CASE(RecordType.DeveloperName, 

"Donation" , "Donation", 

"Grant" , "Grant", 

"Group_Ticket_Sale" , "Group Ticket Sale", 

"MajorGift" , "Major Gift", 

"Single_Ticket_Sale" , "Single Ticket Sale", 

"Third_Party" , "Third Party", 

"Sponsorship" , "Sponsorship", 

"Registration" , "Registration", 

"Other") 

 

& " - " & 

 

TEXT(DATE(YEAR(CloseDate),MONTH(CloseDate),DAY(CloseDate)))

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