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I have two columns in the recipe that is based on merging a contact (base contact) with another contact (leader contact) based on the reportsToID field.  Now I have a rating field in the base contact and a rating field in the leader contact.  My requirement is to create a new field that needs to based on the logic that if the base contact rating is not empty, leave it with the existing value and if it is not empty, get the rating from the leader contact. 

 

I am trying to put this formula in the transform node of the recipe

 

case RATING__c  when ''  then RATING__c  else  "LeaderContact.RATING__c" end

 

This is not working. Is there a different way for us to check for spaces or null on a case statement within the transform node of a recipe?

 

#Recipes #Tableau CRM #Formulas

답변 4개
  1. 2021년 11월 9일 오전 2:38

    @Chidu Subbiah Use the transform node and then create a custom formula that looks like the below; 

     

    case when BaseContact.Rating__c is not null then BaseContact.Rating__c else LeaderContact.RATING__c end

     

    Ensure both fields are either dimension or measure datatype to determine how you set/populate your output field. Also make sure the blanks in the fields are recognizable as nulls and not populated with any other character.

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