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Johan Emerén 2Johan 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') 

)

sunny.sfdcsunny.sfdc
Try:
AND(OR ( 
TEXT(StageName) = 'Integrating', 
TEXT(StageName)= 'Live' 
), 
ISBLANK(TEXT(Account.Integration_Type__c)) 
)
Johan Emerén 2Johan Emerén 2

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) 

)