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Help with Concatenate field with a condition

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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:
Screenshot 2022-11-18 at 10.53.47 AM

3 Replies 3

Hi Ashley,
try something like this:

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

This should do the work

That worked perfectly. Thank you so much!

you’re welcome Ashley

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