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Meredith Mitchell 8 Formula Field for Validation Rule - Am I missing something?
I need help with a formula for a validation rule. Users should be required to fill in 9 fields before leaving the prove stage. What I have so far is below. It is working as far as all the fields being required....however when I fill in all the fields I still can't save and still get the error. What am I missing?
Also please not that this is only required for certain opp types which I have included as well.
AND(
CASE(
Opportunity_Type__c,
"NET NEW", 1,
"Cross-Sell", 1,
"Up-Sell", 1,
"Add-on", 1,
0
) = 1,
ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "3-Prove"),
OR(
ISBLANK(Metrics__c),
ISBLANK(Decision_Criteria__c),
ISBLANK (Champion_1__c),
ISBLANK (Champion_2__c),
MEDDPICC_Completed__c = False,
Budget__c = False,
Tech_Profile_Completed__c = False,
Technical_Win_Achieved__c =False,
ISBLANK(Competitor__c)
))
Also please not that this is only required for certain opp types which I have included as well.
AND(
CASE(
Opportunity_Type__c,
"NET NEW", 1,
"Cross-Sell", 1,
"Up-Sell", 1,
"Add-on", 1,
0
) = 1,
ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "3-Prove"),
OR(
ISBLANK(Metrics__c),
ISBLANK(Decision_Criteria__c),
ISBLANK (Champion_1__c),
ISBLANK (Champion_2__c),
MEDDPICC_Completed__c = False,
Budget__c = False,
Tech_Profile_Completed__c = False,
Technical_Win_Achieved__c =False,
ISBLANK(Competitor__c)
))
Jim MontgomeryI would switch =False to <> True.