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Topics#Data ManagementJacki Askelson's Question
Jacki Askelson (Archived Profile) asked in #Data Management
Apr 20, 2017, 12:25 PM

Custom Object Record Name

I'm struggling with automating a custom object record name. Specifically, I want to use a combination of 3 fields within the record, which will create a text string. Challenge is that 2 of those fields are picklist fields.

 

Last Name + Category (Picklist) + Subcategory (Picklist)

 

Also, I've read a couple of posts to accomplish this with workflow, but couldn't I also use Process Builder?

 

All help is appreciated.
1 answer
  1. Sunil Sarilla (M&G Investments)
    Apr 20, 2017, 12:31 PM
    Hi Jacki,

     

    You could use workflow and process builder as well, only thing to note is Name is always a required field when users  create the record they need to input something into the field and then once the record is saved workflow or process builder will update the name field.

     

    The formula will be as below

    Last Name + TEXT(Category__c)+ TEXT(Subcategory__c)

    Please use the insert field button to select the field API Names

     

     
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