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Source Contact Info Into Custom Field
Objective
Combine a Contact's Name, eMail Address Phone # (based on Role) into one custom field on the Customer Record so it can be used with a Mail Merge document. Ideally, I'd like to update this field either through the Default Value on the Custom Entity field or through a Workflow on the Customer Record.
The formula I've put together is as follows. Note custentity_la_additional_roles is a field on the Contact Record where we store additional Role information.
Case When {contact.custentity_la_additional_roles} Like '%Decision Maker%' Then {contact.entityid} || ', ' || {contact.email} || ', ' || {contact.phone} Else Null END
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