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Topics#CollaborationFrage von Erin Ryan
Erin Ryan (FactSet) fragte in #Collaboration
27. Sept. 2017, 17:18

Process Builder: Contact Fields to Task Notes Field

I'm trying to consolidate 5 contact fields to reflect in one Task notes field(child) using the below formula to no avail. Do I need to first aggregate the fields on Contacts, then associate one field in process builder? Objective: When a Task is created, 5 Contact fields populate in the Notes field.  

 

"Marketing Business Phone:" + TEXT ( [Contact].Marketing_Business_Phone__c  )+ BR()+

 

"Marketing Position:" + [Contact].Marketing_Position__c  +BR()+

 

"Marketing State:" +  [Contact].Marketing_State__c  + BR()

 

 
8 Antworten
  1. Erin Ryan (FactSet)
    28. Sept. 2017, 00:01
    Hi, Ran into a known issue with the + BR()+. I think the below formula is correct , but I'm recieving the "The formula expression is invalid: Syntax error" message. Any suggestions? Thanks.

     

    “First Name:" + ([Contact].FirstName)&SUBSTITUTE($Label.NewLine,"-","")&

     

    “Last Name:" + ([Contact].LastName   )&SUBSTITUTE($Label.NewLine,"-","")&

     

    “Account Name:" + ([Contact].Account.Name)&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Firm Description:" + TEXT ([Contact].Marketing_Firm_Description__c  )&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Position:" + TEXT([Contact].Marketing_Position__c) & SUBSTITUTE($Label.NewLine,"-","")&

     

    “Email:" + ([Contact].Email)&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Business Phone:" +([Contact].Marketing_Business_Phone__c )&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing City:" +([Contact].Marketing_City__c  )&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing State:" + TEXT ([Contact].Marketing_State__c)&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Country:" + TEXT([Contact].Marketing_Country__c)&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Business Challenges:" + ([Contact].Marketing_Business_Challenges__c  )&SUBSTITUTE($Label.NewLine,"-","")&

     

    "Marketing Intent to Purchase:" + TEXT([Contact].Marketing_Intent_to_Purchase__c)&SUBSTITUTE($Label.NewLine,"-","")&

     

    “Upper Class:" + TEXT([Contact].Marketing_User_Class__c)
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