How do I show Portfolio and Program names in a custom calculated field? | Community
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Chrystal_Martin
Chrystal_Martin
New Participant
January 10, 2022
Question

How do I show Portfolio and Program names in a custom calculated field?

  • January 10, 2022
  • 3 replies
  • 883 views

I'm trying to add a field to my custom forms that creates a project name automatically. We include the Portfolio Name and Program Name in our file naming convention, but all I can get is the ID for my calculated form.

The current string is:

CONCAT(Reference Number,"_",Quarter,"_",Portfolio ID,"_",Program ID,"_",Type of Creative)

That gives me an output of this on the custom form:

12345_22SP_70b85d45115f8c4b4eb494394c2e98fd_39b85d4b005e8d02763aj93eb10ccbi0_Email

How do I get it to show the actual name of the portfolio and program instead? I tried the following, which did not work:

CONCAT(Reference Number,"_",Quarter,"_",Portfolio Name,"_",Program Name,"_",Type of Creative)

CONCAT(Reference Number,"_",Quarter,"_",Portfolio.Name,"_",Program.Name,"_",Type of Creative)

CONCAT(Reference Number,"_",Quarter,"_",Portfolio.name,"_",Program.name,"_",Type of Creative)

CONCAT(Reference Number,"_",Quarter,"_",portfolio.name,"_",program.name,"_",Type of Creative)

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3 replies

S
smmurphy2342
New Participant
November 13, 2024

We had to use this:

{portfolioMM|portfolio}.{name} {programMM|program}.{name}

I ended up creating custom calculated fields for both Portfolio and Program so that future use within other calculated fields and forms is easier.  Now in other fields we just use 

{DE:Portfolio Name} {DE:Program Name}
skyehansen
skyehansen
New Participant
January 11, 2022

You didn't mention the non-working behavior. Is it possible that you might not be recalculating the calculated field every time you make a change to it? (if so, it would retain the answer to the initial calculation so that no matter what you do it shows the GUID)

nryan2
nryan2
New Participant
January 11, 2022

Have you tried this:

CONCAT(Reference Number,"_",Quarter,"_",Portfolio,"_",Program,"_",Type of Creative)

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