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Formula to create multiple Contact Phone Numbers

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  • Formula to create multiple Contact Phone Numbers

    How can I fill 2 values under each other/highlighted in blue in emailAddress in Contact Entity from Lead Entity with record\create ? The Lead record has 2 custom fields: personalEmail and professionalEmail that I need to fill in/create/copy to emailAddress (1 field in Contact)
       'firstName', firstName,
       'lastName', lastName,
       'emailAddress',list(personalEmail, professionalEmail)
    The formula is only creating the firstName and lastName fields in Contact from the Lead Entity
    Last edited by JosNas; 11-05-2021, 03:01 PM.

  • #2
    Thank you in advance for any help


    • #3
      Hi JosNas,

      Unfortunately, this logic is not yet available.
      As a workaround, you can create a custom text type field (e.g. "addEmails") and fill it with the Formula:
      $personalEmail = record\attribute('Lead', '618ce6c4a2e55b7a8', 'personalEmail');
      $professionalEmail = record\attribute('Lead', '618ce6c4a2e55b7a8', 'professionalEmail');
      firstName = record\attribute('Lead', '618ce6c4a2e55b7a8', 'firstName');
      lastName = record\attribute('Lead', '618ce6c4a2e55b7a8', 'lastName');
      addEmails = string\concatenate('personal email : ', $personalEmail, ' | ', 'professional email : ', $professionalEmail);
      *618ce6c4a2e55b7a8 - Lead ID

      Attached Files
      Last edited by Vadym; 11-12-2021, 01:56 PM.


      • #4
        Hello Vadym, thanks for the help I still need to try it asap and I'll post again here. Just 1 question how can I get the ID of the Lead? Thanks again!
        Last edited by JosNas; 11-12-2021, 08:48 AM.


        • #5
          Hi JosNas,

          A bit edited. I hope it's clearer now.

          'personalEmail', 'professionalEmail' are Lead entity custom varchar-type fields.
          $personalEmail, $professionalEmail are variables to which assign the values of 'personalEmail', 'professionalEmail' fields,
          and then record them in the addEmails field.


          • JosNas
            JosNas commented
            Editing a comment
            Great! It works thank you! Is there a way to get the ID of the Lead so I don't have to enter it manually (hardcoded) ? I'm using a workflow to do this for every Lead

        • #6

          I suppose that’s what you need.

          $memberId = record\findOne('Contact', 'createdAt', 'desc', 'firstName=', firstName, 'lastName=', lastName);
          $firstName = entity\attribute('firstName');
          $lastName = entity\attribute('lastName');
          $personalEmail = entity\attribute('personalEmail');
          $professionalEmail = entity\attribute('professionalEmail');
          $addEmails = string\concatenate('personal email : ', $personalEmail, ' | ', 'professional email: ', $professionalEmail);
          $memberId == null,
          record\create('Contact', 'firstName', $firstName, 'lastName', $lastName, 'addEmails', $addEmails)


          • #7
            Is this formula still working?


            • espcrm
              espcrm commented
              Editing a comment
              I would assume so considering this thread is barely a month old... you could give it a try and if there is an error you can ask.

            • JosNas
              JosNas commented
              Editing a comment
              hey jordan I am 99% sure it is. I just haven't been able to try it yet which is why I haven't replied here but I will today.