+ Start a Discussion
rachel.benson@earley.comrachel.benson@earley.com 

Validation Rule help for Task Subject Field

We want to prevent users from being able to close tasks with "TBD" in the subject line.
Best Answer chosen by rachel.benson@earley.com
Shruti SShruti S
Give this a shot - 
AND(
    TEXT(Status) = "Completed",
    CONTAINS(LOWER(Subject), "tbd")
)

All Answers

Raj VakatiRaj Vakati
Try this validation rule 
 
AND( 
Subject <> "TBD",
ISPICKVAL ( Status , "Closed")
)

 
Raj VakatiRaj Vakati
User-added image
Shruti SShruti S
Give this a shot - 
AND(
    TEXT(Status) = "Completed",
    CONTAINS(LOWER(Subject), "tbd")
)
This was selected as the best answer
rachel.benson@earley.comrachel.benson@earley.com
I had to tweak it a bit as it starting impacting all tasks... 

So the final validation rule is actually:

AND(
CONTAINS( subject , "TBD") ,
ISPICKVAL( Status, "Completed")
)
Shruti SShruti S
Did you try my version ? I would highly recommend you to do comparisons in a case-insensitive manner. What if they wrote tbd in small ? :-)
rachel.benson@earley.comrachel.benson@earley.com
I did and the case sensitivity worked. I think either one would be good but your right about if someone types it in using lower case. Thank you