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heather_hansen
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April 14, 2025
New Idea

Report Builder and Data Designer Parity: Formula Field - Concat

Related products:CS Reports
  • April 14, 2025
  • 0 replies
  • 31 views

There are a couple of posts about this already, but adding another re: Concat - In Data Designer, I can use Formula Field and concat as many fields as I could possibly want, but in Report Builder, I’m limited to 2.

My use case:
I’m building a report to show CSMs where there are gaps in contacts assigned to specific roles, and I’d like to be able to include a link to the Related Contact in SFDC so that they could easily click and assign the role.  However, I can’t use a standard report to do this because I’m unable to use the formula field -> concat option to create the link because I’m limited to 2 strings.  So, I’ll now have to go to Data Designer to build the report which then means I can’t add it to Gainsight Home (see post here).  That also means I’m unable to add an in-line editable fields to the report as well.

Please work on the parity with these 2 OR give me more strings.

For reference

Data Designer:

 

Report Builder: