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Combining two Smartlist Accounts into One Account

edited Aug 12, 2025 1:49PM in Planning 3 comments

Hello,

I am trying to combine two text Accounts(one Smartlist, one open text) into One Account. I have tried doing it in the Member Formula of that Account in Dimensions but it didn't work. Would anyone know a way to do this? I am thinking maybe creating a rule and doing a concatenate. This would both in forms and reports. End goal would be in the first column would be "OTHER - POSITION RELATED TAN_TEST". Any help is always appreciated. Thanks!

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