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)))
Hi @Eskay Koops JavaScripts Buttons are not supported in Lightning. But you can convert them with LECC (Lightning Experience Configuration Converter)
You can have a look at this video
https://www.youtube.com/watch?v=vJqtFcOX17cAnd the group is
@Lightning Exp Configuration Converter