Hi there!
I wondered if anyone else has the figured out a solution for extracting an abbreviation from a text field in their workflow?
The use case I have is that I'd like to create a 3-letter abbreviation of the client's name in our document, using the first three letters. For example, if the client was called Clarence Counterparty, the 3-letter abbreviation of that would be CLA.
I've tried using the following formula:
IfExists(Counterparty Name,"Clarence Counterparty","CLA")
This formula does work, however, it isn't particularly useful as a workaround. I could be wrong, but there doesn't seem to be a way of "stacking" these IfExists statements within the same formula. It seems as though we'd have to create individual fields (containing this formula) for each of our clients, which is pretty unsustainable.
I'd love to know if anyone has had to do anything similar, and which method you used?
Thanks!
