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Validation rule to make Competitor Field required when the Reason Lost field has the Value Competitor
Hello,
We would like to better track who we loose Opps to, so we have created a Lookup field calld Competitor. This field references a Custom Object called Competitor.
I want to make this Competitor field required if an Opportunity is Closed Lost with "Competitor" selected in the Reason Lost field.
Here is what I have come up with:
AND (
ISPICKVAL( StageName , "Closed Lost"),
INCLUDES( Reason_Lost__c , "Competitor") ,
ISNULL( Competitor__c ))
I get no syntax errors, but I can save an Opportunity that has the parameters noted above.
Does anybody have an idea of what I am doing wrong?
We would like to better track who we loose Opps to, so we have created a Lookup field calld Competitor. This field references a Custom Object called Competitor.
I want to make this Competitor field required if an Opportunity is Closed Lost with "Competitor" selected in the Reason Lost field.
Here is what I have come up with:
AND (
ISPICKVAL( StageName , "Closed Lost"),
INCLUDES( Reason_Lost__c , "Competitor") ,
ISNULL( Competitor__c ))
I get no syntax errors, but I can save an Opportunity that has the parameters noted above.
Does anybody have an idea of what I am doing wrong?
OR
Thank you so much for your quick response!
Option 1 did the trick.
I really appreciate your help!
Sienna