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Hi. We are using PMM to track therapy-related service deliveries on cases.  We won't be using the client field. I need a formula that removes anonymous from the naming convention.  This is the default formula: IF(NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__Contact__c)),IF(LEN([pmdm__ServiceDelivery__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ServiceDelivery__c].pmdm__Contact__c.LastName + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name) > 77, LEFT([pmdm__ServiceDelivery__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ServiceDelivery__c].pmdm__Contact__c.LastName + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name, 77) + '...', [pmdm__ServiceDelivery__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ServiceDelivery__c].pmdm__Contact__c.LastName + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name) , IF(LEN($Label.pmdm__Anonymous + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name) > 77, LEFT($Label.pmdm__Anonymous + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name, 77) + '...', $Label.pmdm__Anonymous + ' ' + IF (NOT(ISBLANK([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c)),  TEXT([pmdm__ServiceDelivery__c].pmdm__DeliveryDate__c) , LEFT(TEXT([pmdm__ServiceDelivery__c].CreatedDate),10 ))+ ': ' + [pmdm__ServiceDelivery__c].pmdm__Service__c.Name)) 

 

2 risposte
  1. 24 nov 2025, 23:38

    Thank you, this worked!

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