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I need to copy an auto-generated numeric ID to a text field if a condition is met

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  • Permanently deleted user
    Alex commented  ·    ·  

    Hello,

    This is a common enhancement request that our product team is working to make available in TrackVia., Unfortunately it's not currently possible to use check boxes in a function, but it is possible to use drop down list as an alternative in a calculated text. The drop down would have only one option- "Yes" otherwise the drop down would be left blank. We'd then create the formula to output the serial number if "Yes" was selected and the record ID if it was left blank:

    if({Drop Down field}="Yes", {Serial Number field}, {Record ID field})

    This function will output the serial number when the drop down field is equal to "yes" and will output the record ID when no option is selected.

    Regards,

    Alex

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