Evaluating one field to replace a value in another field

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1

I am trying to create a formula that evaluates a field {security_value}. If the value of {security_value} is X then the {member name} is replaced with “Confidential” else the {member name} continues to display the member name.

I tried if {security_value} = ‘x’ then {member name} = 'Confidential" else
{member name} = {member name}

The results are boolean

bigdummy (BOB member since 2010-06-23)

2

I don’t think your “if” statement needs an assignment, just a return value.

if {security_value} = 'x' then 'Confidential' else {member name}

Dave Rathbun :us: (BOB member since 2002-06-06)

3

BINGO! Thanks from the bigdummy

bigdummy (BOB member since 2010-06-23)