Adam Weaver
04/18/2025, 3:12 PMCeligo AI
04/18/2025, 3:12 PMAI generated answer (using internal Slack threads):To change the master default for a formula in a custom field, you need to navigate to the Validation & Defaulting tab of the custom field record. Here, you can check the 'Formula' checkbox and enter your desired formula in the 'Default Value' field. For example, if you have a custom field that is pulling from the
createdfrom
field on an invoice record and you want to remove the 'Sales Order #' part of the string, you could use the following formula:
REPLACE({createdfrom}, 'Sales Order #', '')
This formula uses the REPLACE function to replace 'Sales Order #' in the createdfrom
field with an empty string, effectively removing it.
If this formula does not work, you could also try using the SUBSTR and INSTR functions to achieve the same result:
SUBSTR({createdfrom}, INSTR({createdfrom}, '#') + 1)
This formula finds the position of the '#' character in the createdfrom
field using the INSTR function, then uses the SUBSTR function to return the substring that starts one character after the '#' character.
Please note that these formulas should work for a custom field of type 'Free form text'. If you are still encountering issues, please ensure that your field type is set correctly.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
04/18/2025, 3:13 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.761187
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.760714471
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.759201825
Celigo AI
04/18/2025, 3:13 PM