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I would like to create a field on a Contact Record that combines "nickname" and "last name." Reason and example: I want to make the "Full Nickname" field I create searchable by the quick search so when someone searches Mike Smith OR Michael Smith, the contact record associated is found. If there is a better way to do this, or just another way, I would be open to suggestions.
That sounds like a reasonable requirement. You can create a new field to house the full nickname, then write a simple workflow to combine the nickname and lastname field. You'd want to set your triggers to run whenever lastname or nickname changes. Finally, add the new field to the quick find view to get it back in the search.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Also, if you want to backfill the full nickname field then you would make your workflow run On Demand so you can select the contacts to run it on. Do an advanced find for contacts with:
Nickname Contains Data and
Full Nickname does not contain data
This will give you back a list of results. Select All and run the new workflow on all of them and as the workflow completes, the list will get shorter and shorter.
Create a Calculated Field:
Use this Criteria:
Put it in the form and it will calc if there is a Nick Name.
You will need to build a Nickname Field first. And make sure to have it say:
Concat(Nickname, " ", Lastname)
This way you will have a space between the two names.
That's a good idea - I forgot that Calculated fields were stored in the database (unlike rollup fields), which would have meant you couldn't search on it.
EDIT: To clarify (extrapolating from https://www.greenbeacon.com/insights/ms-dynamics-crm-2015-understanding-calculated-and-rollup-fields/) - calculated fields are not 'stored' in the database since there's no column for them, but they are added to the entity views, so you can interact with them as you would any other field but there's no database column for the new field.
Yep, just remember to add that field to the searchable fields!
Thanks so much for your help. So, just so I am clear, in the screen shot in your earlier reply for "Set Full Nickname", in the "Action" section, it should actually be Concat(Nickname, " ", Lastname), not just Concat(Nickname, Lastname) as your screen shot shows, correct?
That is correct, when you click out of the edit area it shows like that for some reason. Please make my answer as Verified, glad it worked!
done and worked! THANK YOU!
Thanks for all your help!
Could you send me a screen shot of how to set up the workflow to backfill the nickname field?
I should clarify, to backfill the new "Full Nickname" field.
Of course. Here's the workflow setup (I'm clearing out the Full nickname field if Nickname is blank but that's optional):
And to set the new field, you'd do this (I didn't want to create a new field so I'm just using job title):
If you were to use a calculated field, you wouldn't need the workflow at all.
Hope this helps!
Is this correct?
And this for set properties?
Oh! You're correct! I was thinking I still had to do it to backfill! I see now that it did it automatically.
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