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accountName and name fields of Lead Entity concatenated for Meetings and Tasks lists

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  • accountName and name fields of Lead Entity concatenated for Meetings and Tasks lists

    I don't know how to do it...

    Is it possible to concatenate accountName +" / "+ name of Lead entity for Meetings and Tasks?

    I attach the place to put it.

    Could anyone give a clue to try to change it myself?

    Many thanks!

    Attached Files

  • #2
    You can create a field set it via Formula (if parentType of Meeting equals Lead, newField = concatinate(parent.name, parent.accountName), else newField = parent.name) Something like this. But it is only an algorithm. Translate it to Formula language

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    • #3
      Marvelous! Many thanks.
      Attached Files
      Last edited by rorosa; 02-27-2017, 10:57 AM.

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