Need some more help please.
I have a hidden field that will be automatically populated once the pdf has been merged through SFDC's Conga merge facility. There are 6 possibilities each saying something like Existing client (ABCD), Existing - Renewal (GHIJ) etc.
These are too long, so in a seperate field, I only want the 4 digit code ABCD or GHIJ to show. It's not possible to do this direct from Salesforce so can I use a script to do this for me?
I'm guessing I want something like: if field A says Existing client (ABCD), put ABCD here, if it shows Existing - Renewal (GHIJ), put GHIJ etc
I have no idea about writing script from scratch, so does anyone have something I could alter to suit please?
Thank you