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Bhagyashri Jadhav 61
Formula In process builder for task.
Hi Team, I have a process builder which creates a task for me in the subject line currently I am using formula as in "AUTO-TASK: " + "Please add " + [Employee_Onboarding_Checklist__c].Contact__c.FirstName + " " + [Employee_Onboarding_Checklist__c].Contact__c.LastName + " to the payroll."
Now I wanted to ad the territory name in this subject line formula, Problem is territory is a picklist field. can someone please suggest the formula?
ex: Ideally this would read like this example “AUTO-TASK: Germany – Please add Susan Smith to the payroll.”
Now I wanted to ad the territory name in this subject line formula, Problem is territory is a picklist field. can someone please suggest the formula?
ex: Ideally this would read like this example “AUTO-TASK: Germany – Please add Susan Smith to the payroll.”
Can you confirm on which object do we have that territory field. Is it on Contact object ?
Thanks,
Your formula can be as below . Just replace territory__c with the API name of the object
Let me know if you face any error.
If this solution helps, Please mark it as best answer.
Thanks,
One quotation was missing at the start. I have corrected it now.
If this solution helps, Please mark it as best answer.
Just try adding + TEXT([Employee_Onboarding_Checklist__c]. territory__c) to the existing formula . or like you add other field add the field and put Text() for that field. This should solve the issue.
Thanks,