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Formula Doesn't Work in Custom Field
Here is a formula that DOES work in a saved transaction search, but does NOT work in a Transaction Body custom field:
{SalesRep.FirstName} || ' ' || {SalesRep.LastName}Here are the key attributes of the Custom Field:
Label: Sales Rep FullName Type: Free-form text Store Value: NO Show in List: NO Record is Parent: NO Applies to: Sale, Opportunity Display Type: Normal Default Value: {SalesRep.FirstName} || ' ' || {SalesRep.LastName} Formula: YES The Custom Field returns value of "ERROR: Field Not Found" in both a Search and on a Invoice form.
My objective is to display the Sales Reps name as "FirstName LastName" on a PDF output of the Invoice form.
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