Would love some help on how to convert the date in the primary column (which is named Interactions in the screenshot). I am attempting to combine the name of the contact, type of interaction, and the date of the interaction into the name of the primary field. I get how to use Concatenate how to do this, but have tried every conceivable DATE_FORMAT method I can think of, and nothing gets me what I want - which is for the date to match the “When” field.
The general concept is correct. But you have a variety of different quotation marks there — some straight, some curly. They all need to be straight. And you would definitely need the extra parenthesis at the end or else you no longer have a valid formula that won’t even allow you to save it. Also, try to reduce the complexity of your formula by using the & symbol instead of the CONCATENATE function like this: