Question: I have a custom freeform text field that does not store value. I have a "default value" formula defined. Simplified formula: CASE WHEN {customcheckbox} = 'T' THEN 'String1' || {customfield} ELSE 'String2' || {customfield} END This always returns String2. If I change the value of {customfield} then that changes in the non stored free form text, but it still shows String2. The checkbox is always false when the record is created, at some point an action happens that causes the checkbox to be set to True. At that time I want the freefrom text to update to String1. Any ideas? I thought maybe it isn't returning 'T', but the best I can tell that is the proper value to check against.

Try changing that first condition to something other than the checkbox field. At least narrow down if that's your problem or not. If you put case when some other field = some value, and it works...then you know T is not the right value from the checkbox and you can try True or TRUE or 1

Good Idea, I'll try that in a few

the SQL you see in saved searches and formulae is not “real” SQL, it’s working off of some views or something. It’s like when you try to compare vs the type of a transaction or something, you have to compare with the text/name rather than ID.