Account Name Rule

[BT]

Hi Team I am trying to define an Account Name Rule.

I tried adding both the query one at a time in Account Name Rule advance query but it is not working,

the requirement is if user.employeeType = 'XYZ' then account name should be user.customproperty30 else account name should be user.username

Can anyone please help me  on this.

Try 1----------------------------------------

when (user.employeeType = 'XYZ') THEN (user.customproperty30) ELSE (user.username) END

Try 2------------------------------------

CASE when (user.employeeType = 'XYZ') THEN (user.customproperty30) ELSE (user.username) END

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[pmahalle · Accepted solution]

Hi @BT ,

Use users instead of user like below and check once

case when (users.employeeType = 'XYZ') THEN users.customproperty30 ELSE users.username END

[BT]

Thank you @pmahalle  it worked.