SOLVED
Hi Jessica,
There has actually been a bit of development on this and you can potentially do it a pretty straight forward as well.
Below is an example of an asset I had where it looks up a product. Now the product is an object look up so it does have a product ID....in fact that is the value directly below "product" in the second window. But when you click on the area above which drills into that look relationship, you can simply select Product Name. This will be the text version of that look up you want.
So my assumption is that your BDR means Business Development Rep and its a User Lookup.
I also assume you have a secondary field that maybe is like "BDR Text" to capture the value that is not the 13 digit code so you can segment and its a formula field that uses "Text" as the formula. Make sure that you mark blanks as blanks (null) and not zeroes.
So what you're going to do is go into the formula and you should see a BDR and then a BDR> next to it. Click on the one with the ">". Now if you are in fact using user you won't be able to get "Full Name", but you can do a simple formula to get their first name and last name.
Try this:
"User__r.FirstName+" "+User__r.LastName" (Assuming that it is a user lookup...otherwise just use the name equivalent fields you have)
Give that a go and let me know you it works.
There has actually been a bit of development on this and you can potentially do it a pretty straight forward as well.
Below is an example of an asset I had where it looks up a product. Now the product is an object look up so it does have a product ID....in fact that is the value directly below "product" in the second window. But when you click on the area above which drills into that look relationship, you can simply select Product Name. This will be the text version of that look up you want.
So my assumption is that your BDR means Business Development Rep and its a User Lookup.
I also assume you have a secondary field that maybe is like "BDR Text" to capture the value that is not the 13 digit code so you can segment and its a formula field that uses "Text" as the formula. Make sure that you mark blanks as blanks (null) and not zeroes.
So what you're going to do is go into the formula and you should see a BDR and then a BDR> next to it. Click on the one with the ">". Now if you are in fact using user you won't be able to get "Full Name", but you can do a simple formula to get their first name and last name.
Try this:
"User__r.FirstName+" "+User__r.LastName" (Assuming that it is a user lookup...otherwise just use the name equivalent fields you have)
Give that a go and let me know you it works.
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