Custom Function for Estimates

Hey everyone,

I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited:

* the green box

using following infos:

* Customer Name and Estimate Date.

My Goal is to change the Subject to have this format "<MyFirm>-Estimate for <customer_name>-<DD.MM.YYYY>".

I tried a couple of functions that I got from ChatGPT but none of them worked...

If someone would help I'd really appreciate it.

Best regards.

• Topic Participants

• Nevruz

• Sankara Narayanan K

  

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