Can't create formula always get error
HI there,
I'm trying to create a custom Deal layout, and one of its fields it has to be a sub-string of the account name (the first 3 characters, let's say the Account name is JackDoe the sub-string will be Jac), so the formula goes like this:
Substring(${Deals.Account Name} , 1 ,3 )
and I get:
Make sure you choose a Formula Return Type that matches the type of data your formula produces. (e.g. If your formula returns a string, then you should choose a Formula Return Type. string)
So I tried:
Substring( Tostring(${Deals.Account Name}) , 1 ,3 )
and also get the same error.,.. any ideas?
Also, is there a way to have an automatic incremental number? So every time I create a deal I have this auto number as a unique code, also combined with the sub-string, so the deals codes would be JAC001, JAC002, JAC003.
Thanks!