Automations - Create task and can't select "scheduled for" from a list

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So I'm trying to create an automation that says "when a job is won, create a task for XX user to schedule the installation"

Under the actions section, when I choose the "scheduled for" field, my only choices are "copy value from another record," "type a value," or "both type and copy values." I tried to type a value and just enter the user's name as it is listed, but that returns a blank field when the automation is fired. Some of the other fields (also marked with a T for text) allow me to choose "select from a list" which would solve this issue. Am I overlooking something simple, or is this just not a function I can do?
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moleman108

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Posted 7 months ago

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Which user are you trying to create the [Scheduled for] to be taken from?  ie how to you know who to assign the task to.  Whoever last updated the Job?  ie [Last Modified by]
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moleman108

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So we're a relatively small company, (only 29 employees, but just 10 users) so I would just assign the task to the person who always does it.
(Edited)
Two choices.

1. In Field properties you can just default that field to a "specific user".  So that is the low tech solution that has nothing to do with the Automation.

2. Make a new formula user field called [Default Doer] on the Trigger table (Job Table) with a formula of ToUser("fred.flintstone@bedrock.com") for the person who usually does the work.  Then that field should be visible when you are editing the automation.
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moleman108

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Can I have that user be somewhat conditional, based on a choice from another field? (we have 2 territories)
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moleman108

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I should note that the person who schedules these installations is not involved in any other part of the job, so they wouldn't be present in a field like "record owner" or "sales rep"
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moleman108

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I was actually able to enter that user's e-mail address in the "type a value" field of the automation and it worked. I will make a second automation for the other territory. I really would like to see your solution to the conditional formula-user field too.

You are a big help as always Mark!
(Edited)