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Account Name Rule

BT
Regular Contributor
Regular Contributor

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

----------------------------------------

2 REPLIES 2

pmahalle
All-Star
All-Star

Hi @BT ,

Use users instead of user like below and check once

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

 


Pandharinath Mahalle(Paddy)
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BT
Regular Contributor
Regular Contributor

Thank you @pmahalle  it worked.