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Alex Waddell 12Alex Waddell 12 

Auto Populate a text box based off of values inside an Assessment

Hello,

At the end of every assessment I would like to create a text field that will serve as a clinical note based off of pick list values selected in previous questions. An example would look like this

"The patients home was (Value for field "Condition_of_the_home__c"). The Patient's ambulation is (Value for field "Ambulation__c")....

Is it possible to create a standardized note such as this in SalesForce? 
Best Answer chosen by Alex Waddell 12
Akhil AnilAkhil Anil
Hi Alex,

You just have to create a formula field of the type TEXT with the below formula.
 
"The patients home was " + 
TEXT(Condition_of_the_home__c) + 
" The Patient's ambulation is "  + 
TEXT(Ambulation__c)

That should do the trick !

Kindly mark it as an answer if that works !
 

All Answers

Akhil AnilAkhil Anil
Hi Alex,

You just have to create a formula field of the type TEXT with the below formula.
 
"The patients home was " + 
TEXT(Condition_of_the_home__c) + 
" The Patient's ambulation is "  + 
TEXT(Ambulation__c)

That should do the trick !

Kindly mark it as an answer if that works !
 
This was selected as the best answer
Alex Waddell 12Alex Waddell 12

Thank you! that works perfectly.

I have another question,

I am trying to have a pick list value return a text in this same note.

I want the picklist value for  "Do_You_live_alone__c" to say;
if yes, Patient lives alone
if no,  patient does not live alone

i am messing around with the Case function and the If(ispickval functions but cant seem to make them work.