Entity account creation - account name not properly formatted

V5 Question
1

“Phone” is the PK for the entity with “Name” as a custom field.

For this case let’s assume Phone = 7777777777 and Name = Memo

Display is [Name] [Phone] which works fine with format: Memo (777) 777-7777

However, for the account template [Name]-[Phone] creates an account with a name of 7777777777-7777777777

How can I have the custom field “Name” a part of the account name?

2

Triy with [:customField]

3

I just finished crafting a SQL solution.

With [:Name]-[Phone] as the Account Name Template the Create Account button is disabled