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Help with a formula for a custom contact field
I have a custom field that is a look up feild to a Contact labeled Sales Representative. I am trying to use process builder. I want to say if the Sales Representative is a specific contact than create a task and assign it to a specific user. My custom contact field is on the Work Order object. I don't know if I should be looking for the custom field to equal a specific value or if I should use the Contact ID from the contact table. I have tried both way and everything I try is wrong. I am new to formulas and hoping the community can help me. This is what I came up with on my own for the formula, but it doesn't work, but I at least tried myself first before asking for help, thank you.
IF([WorkOrder].Project_Sales_Rep__c="Nicholas McEnroe","0051U000006RTaT",Null)
IF([WorkOrder].Project_Sales_Rep__c="Nicholas McEnroe","0051U000006RTaT",Null)
Please try this one.
In Process Builder just add the criteria condition as
Field: [Workorder].Project_Sales_Rep__c operator: equals type: ID value: "ID of the specific contact".
In PB actions--> choose "create a record" option & choose record type as Task,then assign it to the specific user .
It may help you.
Thanks,
Jega.