How to display a text calculation in upper case

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  • January 7, 2019 at 11:47 AM #33306

    Victor Warner
    Participant

    I have a calculation which brings together three fields First Name, Middle Name and Last Name (using function, IFNOTEMPTY, name of calculation field = Client Name).

    I am creating a layout using mail merge and have added [Client Name]. I can add bold TO [Client Name] to this, but cannot display (when printed) as all capitals.

    As far as I can see there is no option in the settings for a calculation field or in mail merge to display text from a field as all capitals.

    In the layout it is possible using Menu option Edit / Transformations / Make Upper Case for selected text, but this has no effect on fields enclosed in [ ].

    Is there anyway of doing this?

    January 7, 2019 at 2:20 PM #33309

    Brendan
    Keymaster

    Hi Victor,

    You would need to use a Script field instead of a Calculation field to be able to do something like that.

    Here’s a sample that might help:

    var first_name_id = "fld....";
    var last_name_id = "fld...";
    var middle_name_id = "fld...";
    var firstName = record.getFieldValue(first_name_id);
    var lastName = record.getFieldValue(last_name_id);
    var middleName = record.getFieldValue(middle_name_id);
    var fullName = "";
    if (middleName) {
       fullName = firstName + " " + middleName + " " + lastName;
    } else {
       fullName = firstName + " " + lastName;
    }
    
    var result = fullName.toUpperCase();
    result;
    January 9, 2019 at 1:41 AM #33335

    Victor Warner
    Participant

    Brendan,

    Thank you very much. This is very helpful and useful.

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