function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Julie CurryJulie Curry 

validation rule issue for oppty object validation rule

I'm trying to create a validation rule for opportunities that will return an error if Type is blank and the current user is the owner and the user's role is a specific role (indicating they are a sales rep).  Below is what I have but it isn't working.  Any idea what I'm doing wrong?
Thanks in advance for your help!
 
 
AND ( 
ISBLANK(TEXT( Type )) , 
$UserRole.Name = "Dir EMEA Sales", 
$UserRole.Name = "Dir N Am Sales", 
$UserRole.Name = "EMEA Sales Rep", 
$UserRole.Name = "EMEA Inside Sales Rep", 
$UserRole.Name = "N Am Sales Rep", 
OwnerId = $User.Id 
)
Best Answer chosen by Julie Curry
Raj VakatiRaj Vakati
Try this
  
AND ( 
ISBLANK(TEXT( Type )) , 
OR(
$UserRole.Name = "Dir EMEA Sales", 
$UserRole.Name = "Dir N Am Sales", 
$UserRole.Name = "EMEA Sales Rep", 
$UserRole.Name = "EMEA Inside Sales Rep", 
$UserRole.Name = "N Am Sales Rep", 
OwnerId = $User.Id 
)
)

 

All Answers

Raj VakatiRaj Vakati
Try this
  
AND ( 
ISBLANK(TEXT( Type )) , 
OR(
$UserRole.Name = "Dir EMEA Sales", 
$UserRole.Name = "Dir N Am Sales", 
$UserRole.Name = "EMEA Sales Rep", 
$UserRole.Name = "EMEA Inside Sales Rep", 
$UserRole.Name = "N Am Sales Rep", 
OwnerId = $User.Id 
)
)

 
This was selected as the best answer
Steven NsubugaSteven Nsubuga
AND( 
ISBLANK(TEXT(Type)), OwnerId = $User.Id,
OR(
$UserRole.Name = "Dir EMEA Sales", 
$UserRole.Name = "Dir N Am Sales", 
$UserRole.Name = "EMEA Sales Rep", 
$UserRole.Name = "EMEA Inside Sales Rep", 
$UserRole.Name = "N Am Sales Rep" 
)
)

 
Julie CurryJulie Curry
Steven and Raj, thank you both.  

It looks like it's doing what I want :)