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Karla Pliego 3Karla Pliego 3 

Formula for Checkbox or Picklist value is blank

Hello, 

I want to setup a rule that if a picklist value has not been selected that the WF triggers. I can't get it to work as I'm not sure how to add the picklist value = blank to the formula, used isnull, isblank and they came with errors. The picklist is called buyer using grants in bold below

AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
NOT(ISBLANK( Appraisal_Date_Time__c )), 
OR( 
TEXT (isnull (Buyer_Using_Grants__c) 


OR( 

TEXT ( rethink3__Broker_Representation__c ) = "SELLER", 

TEXT( rethink3__Broker_Representation__c ) = "Double sided"))


 
Deepak Maheshwari 7Deepak Maheshwari 7
Please use ISBLANK(  TEXT(Buyer_Using_Grants__c ))
Deepak Maheshwari 7Deepak Maheshwari 7
Did this worked for you or not?
Karla Pliego 3Karla Pliego 3
I changed it a bit to add more conditions and now I'm getting an extra , 

AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
OR( 
ISBLANK(  TEXT(Buyer_Using_Grants__c ))) 

OR
( TEXT ( rethink3__Broker_Representation__c ) = "SELLER", 

TEXT( rethink3__Broker_Representation__c ) = "Double sided"))
,
OR

(  TEXT(Loan_Type__c) = "FHA",
TEXT(Loan_Type__c) = "VA"
TEXT(Loan_Type__c) = "Conventional"))
Deepak Maheshwari 7Deepak Maheshwari 7

Please try this

 

AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
OR( 
ISBLANK(  TEXT(Buyer_Using_Grants__c ))) 

OR
( TEXT ( rethink3__Broker_Representation__c ) = "SELLER", 

TEXT( rethink3__Broker_Representation__c ) = "Double sided")
,
OR

(  TEXT(Loan_Type__c) = "FHA",
TEXT(Loan_Type__c) = "VA"
TEXT(Loan_Type__c) = "Conventional"))

Karla Pliego 3Karla Pliego 3
keeps comming back with a missing ) 
Deepak Maheshwari 7Deepak Maheshwari 7

Can you please elaborate your requirement?

So that I can make it from scretch?

Karla Pliego 3Karla Pliego 3
Want a WF to trigger if the lender co contact, selling agent and listing  is not blank if the buyer using grants has not been entered (it's a picklist) if loan type equas FHA, VA or Conventional and if the broker representation equals seller or double sided - does this make sense. 
Deepak Maheshwari 7Deepak Maheshwari 7
AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
ISBLANK(  TEXT(Buyer_Using_Grants__c )) 

OR( TEXT ( rethink3__Broker_Representation__c ) = "SELLER", 
TEXT( rethink3__Broker_Representation__c ) = "Double sided")
,
OR(  TEXT(Loan_Type__c) = "FHA",
TEXT(Loan_Type__c) = "VA",
TEXT(Loan_Type__c) = "Conventional"))
Deepak Maheshwari 7Deepak Maheshwari 7
If brocker representation and Lon type are picklist field then use ISPICKVAL function.
Karla Pliego 3Karla Pliego 3
syntax error 
AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
ISBLANK(  TEXT(Buyer_Using_Grants__c )) 

OR( TEXT ( rethink3__Broker_Representation__c ) = "SELLER", 
TEXT( rethink3__Broker_Representation__c ) = "Double sided")
,
OR(  ISPICKVAL(Loan_Type__c) = "FHA",
ISPICKVAL(Loan_Type__c) = "VA",
ISPICKVAL(Loan_Type__c) = "Conventional"))
Deepak Maheshwari 7Deepak Maheshwari 7

please use ISPICKVAL function as :

 

ISPICKVAL(Loan_Type__c,"FHA")

Deepak Maheshwari 7Deepak Maheshwari 7

Hi Karla,

 

Did this worked for you?

If not please let me know.

Deepak Maheshwari 7Deepak Maheshwari 7

Hi Karla,

 

If this works for you please mark it as a best answer

Karla Pliego 3Karla Pliego 3
Syntax error found OR

AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
ISBLANK(  TEXT(Buyer_Using_Grants__c )) 

OR( 

ISPICKVAL ( rethink3__Broker_Representation__c, "SELLER"), 
ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")
,
OR
ISPICKVAL(Loan_Type__c,"FHA")
ISPICKVAL(Loan_Type__c,"Conventional")
ISPICKVAL(Loan_Type__c,"VA"))
Karla Pliego 3Karla Pliego 3
none of these worked, always an error 
Deepak Maheshwari 7Deepak Maheshwari 7
AND( 
NOT(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
ISBLANK (Transaction_Closed_Date__c), 
ISBLANK(  TEXT(Buyer_Using_Grants__c )) 

OR( 

ISPICKVAL ( rethink3__Broker_Representation__c, "SELLER"), 
ISPICKVAL( rethink3__Broker_Representation__c, "Double sided"))
,
OR(
ISPICKVAL(Loan_Type__c,"FHA")
ISPICKVAL(Loan_Type__c,"Conventional")
ISPICKVAL(Loan_Type__c,"VA")))