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Hello!


I would like to create groups based on a “contains” value in a text field. Since this is not an available option, I think I am going to need to use a formula to create a field that I can group by.


Objective: Create a conditional formula that will select a drop-down based on conditions.


Sample Data:


What I would like to happen:

If Campaign Name contains “PF_MU30_Weekly” Change Email Type to “Weekly”

If Campaign Name contains “PF_MU30_ReEngagement” change Email Type to “ReEngagement”

If Campaign Name contains “PF_MU30_Engagement” change Email Type to “Engagement”


From here then I can group by the Email Type field.


Thank you for your help!

Hi @Lindsay_Kirsch !


A Single-Select field (i.e. “dropdown”) cannot contain a formula. Only a formula-type field can contain a formula. If you don’t care about the “Email Type” field being a dropdown menu, then you can make it a Formula type field and use this formula:


IF(SEARCH("PF_MU30_Weekly",Name),

  "Weekly",

  IF(SEARCH("PF_MU30_ReEngagement",Name),

    "ReEngagement",

    IF(SEARCH("PF_MU30_Engagement",Name),

      "Engagement"

    )

  )

)

If you need that to be a dropdown column, then there are some other possibilities, but it will be more complex and possibly involve an automation.

Hi @Lindsay_Kirsch !


A Single-Select field (i.e. “dropdown”) cannot contain a formula. Only a formula-type field can contain a formula. If you don’t care about the “Email Type” field being a dropdown menu, then you can make it a Formula type field and use this formula:


IF(SEARCH("PF_MU30_Weekly",Name),

  "Weekly",

  IF(SEARCH("PF_MU30_ReEngagement",Name),

    "ReEngagement",

    IF(SEARCH("PF_MU30_Engagement",Name),

      "Engagement"

    )

  )

)

If you need that to be a dropdown column, then there are some other possibilities, but it will be more complex and possibly involve an automation.



Hello Nathaniel! Thank you for the quick response!


I am getting this error when I paste your recommendation:


Hello Nathaniel! Thank you for the quick response!


I am getting this error when I paste your recommendation:


Hi again,

yes, you’ll need to change the word “Name” in the formula to be your column’s name, which I believe is “Campaign Name” from your photo. Since that has a space in it, it needs to be wrapped in curly braces:


IF(SEARCH("PF_MU30_Weekly",{Campaign Name}),

  "Weekly",

  IF(SEARCH("PF_MU30_ReEngagement",{Campaign Name}),

    "ReEngagement",

    IF(SEARCH("PF_MU30_Engagement",{Campaign Name}),

      "Engagement"

    )

  )

)

This worked! Thank you so much!

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