Hi all,

I have a Process tree setup for adding new contacts to various plans and I'm now at the stage that I need put the final branch formulas in place. However, my newbie approach to all things SF is slowing (hindering) me to a point I no longer know where I should be starting!!!

What I'm trying to do is check if a new app Contact has a record in my custom object, Plan, where the project is "Super Stars" and also an "Active" status.  If its true then move on, else follow the branch.

This is what I've been playing with...but with little success (I think I've cut/paste from too many examples and sources).

AND(
 [Plan__c].Contact__c  <> [Plan__c].Contact__c.Username ,
 (ISPICKVAL([Plan__c].Status__C, "Active"),
 [Plan__c].Project__C <> "Super Stars"),
AND(
 (ISPICKVAL([Plan__c].Project__r.Status__c, "Active")
    )