Concatenated text field in automation

[Ashley_Cain]

Hi! I need to create a formula that concatenates the First Name and Last Name columns. I could do that part easily enough. But I also need it to look to see if there’s a value in the Preferred Name field and if that field has a value in it, to substitute that for the First Name.

Is this possible? How would I do this?

Here’s a screenshot, for reference:

[Xavier_G_Sabate]

Hi Ashley,
try something like this:

CONCATENATE(
	IF(
		TRIM({Preferred Name})
		, {Preferred Name}
		, {First Name}
	)
	, " "
	, {Last Name}
)

This should do the work

[Ashley_Cain]

Xavier_G_Sabater:

CONCATENATE(
	IF(
		TRIM({Preferred Name})
		, {Preferred Name}
		, {First Name}
	)
	, " "
	, {Last Name}
)

That worked perfectly. Thank you so much!

[Xavier_G_Sabate]

you’re welcome Ashley