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Formula If client is married, primary field will show spouses name.

  • April 23, 2024
  • 1 reply
  • 10 views
T
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I have the primary field set as a formula right now as 

CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be the formula for the primary field if I wanted it to be Client Last Name, Client First Name & Spouse First Name Spouse Last Name if the marital status field is married?

1 reply

Dan_Montoya
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  • Dan_MontoyaEmployee
  • Employee
  • April 23, 2024
IF({IsMarried}, CONCATENATE({Client Last Name},', ', {Client First Name}, ', ', {Spouse Last Name},', ', {Spouse First Name}), CONCATENATE({Client Last Name},', ', {Client First Name}))

It would look something like this.

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