Hi all, I've created a long text field and am trying to set a default value that reads: Quote prepared for XXX. This quote is valid through {duedate}. Please reference quote number when submitting PO to ensure that discounts are applied correctly. Please note that starting April 1, 2021 we will be collecting tax for all states where it is applicable. If you are a tax exempt entity or organization, please submit your tax exemption certificate with your FEIN/TIN number or TID number. Exemptions may take up to 48 business hours to process. I've tried both of these but get a message saying the formula has an error: Concat(‘Quote prepared for XXX. This quote is valid through ’,concat({duedate},concat(‘. Please reference quote number when submitting PO to ensure that discounts are applied correctly. Please note that starting April 1, 2021 we will be collecting tax for all states where it is applicable. If you are a tax exempt entity or organization, please submit your tax exemption certificate with your FEIN/TIN number or TID number. Exemptions may take up to 48 business hours to process.’))) ‘Quote prepared for {NAME}. This quote is valid through ’||{duedate}||‘. Please reference quote number when submitting PO to ensure that discounts are applied correctly. Please note that starting April 1, 2021 we will be collecting tax for all states where it is applicable. If you are a tax exempt entity or organization, please submit your tax exemption certificate with your FEIN/TIN number or TID number. Exemptions may take up to 48 business hours to process.’ Any suggestions on how I can default to mostly text but also pull a field's data ({duedate})?

I assume your adding this field to an advanced pdf template? If so why not have the hard coded text in the template and just source the field values?

Nope, I'm actually trying to load it to the quote form as standard verbiage. This does eventually load to the quote pdf but the user needs to enter the customer contact name into the info first, then the whole paragraph is sourced to the form. With that said, I don't hate this idea...I'll have to go to my user and see if they would mind fields for the user first/last name instead of typing it into the field. Thanks for the suggestion!

Also consider Sales Rep field as well. That could also be used and is available in data to the advanced template.

You can probably just use pipes for the joins. Ie. ‘Text’||{duedate||’more text’||{name}||’text’

I would use a WF to source this when the user submits the record. The default value doesn’t always work because not all fields might be fully populated while the new record is trying to load If you do it via WF it will happen every time.