When writing a recipe, you search for a field and compare it to another object. I cannot understand how the downcase formula works and keep getting errors. I changed both to formulas and just used the field name and .downcase. Is this not the proper way? The UI on the screen and the documentation are hard to understand.
The UI asks for a field or formula, then and/or and another field or formula, so this is what I used.
Search Salesforce for Account email
Salesforce Search objects.Accounts Account email c.downcase
Wufoo New entry Email.downcase then do
I get an error of undefined method `downcase' for nil:NilClass
Thanks for reaching out! That error means that you may be using the .downcase formula on a blank or empty data pill. You can instead use something like
pill.present? ? pill.downcase : ""
This means that if there is a value present in the pill, then use the value of the pill downcased, otherwise it will use an empty string. You can also place a value within the quotes according to your needs.
Does this work for you?
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