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Johan Emerén 2
Prevent Opportunity from moving forward
Hi,
I'm trying to build a simple validation rule so that an opportunity can't move forward unless X condition has been met. The condition works, always.
How do I make sure it only triggers when stagename = Integrating or Live?
AND (
OR (
ISPICKVAL(StageName, 'Integrating'),
ISPICKVAL(StageName, 'Live')
),
ISPICKVAL(Account.Integration_Type__c, "")
)
AND(
ISPICKVAL(Account.Integration_Type__c, ""),
OR(
ISPICKVAL(StageName, 'Won'),
ISPICKVAL(StageName, 'Integrating'),
ISPICKVAL(StageName, 'Live')
)
)
AND(OR (
TEXT(StageName) = 'Integrating',
TEXT(StageName)= 'Live'
),
ISBLANK(TEXT(Account.Integration_Type__c))
)
Hi Sunny,
Thank you for taking the time to help. The problem was that I had a validation under another object interferring.
I'm using the below now to full effect.
AND(
(ISPICKVAL(StageName, 'Integrating')),
OR(
ISPICKVAL(Account.Integration_Type__c, ""),
ISPICKVAL(Account.Settlement_of_Merchant_funds__c, ""),
ISBLANK(Account.API_Method__c),
ISBLANK(Account.Using_Platforms__c)
)
)