Creating a nested case statement on a custom field

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    Michael Becker

    Hi Vanessa,

    You can in line for '6' after THEN use another CASE statement within parenthesis, or IfString function if this is the only exception. Another way would be to create two eperate columns, one for first number for main account, second for individual accounts, and then merge them on a basis, that individual accounts columns takes precedence over first number in account number. From troubleshooting perspective, second optio nwould be better, as it will be easier visually to understand what is wrong if there are any errors.

    Regards,

    Michał

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    Vanessa Norcliffe

    The second option worked perfectly.  Thank you so much Michael!

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