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HI guys,

 

I’m trying to use the Concatenate function to help with my primary field names, but the date I’m pulling in from a ‘date’ field is a little messy.

 

Here’s my formula... 

CONCATENATE(Client," ",'|'," ",{Month Date}," ",'|'," ",{Record Type})

 

And this is what comes back…

Crystal Maze | 2025-09-01T00:00:00.000Z | Income - Forecast

 

Is there a way of amending the date format within the concatenation formula? 

 

Ideally it would look something like this…

Crystal Maze | Jul-25 | Income - Forecast

 

Many thanks in advance!

Hey ​@ewar_woowar_81!

You’ll want to leverage the Date Time Format formula.

Please give the following a shot:
 

{Client} & " | " & DATETIME_FORMAT({Month Date}, 'MMM-YY') & " | " & {Record Type}

 
Mike, Consultant @ Automatic Nation

Additional example of ​@Mike_AutomaticN formula, as a demo, how DATETIME_FORMAT works:
 

{Client} & DATETIME_FORMAT({Month Date}, ' | MMM-YY | ') & {Record Type}

 

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