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Validation rule to make sure that one custom field amount always be less or equal to the another custom field amount
Hey folks,
I need help to craete the validation rule that the custom field amount is always equal or less than the another roll up summary field amount.
I have below validation rule which is not working:
OR (
Total_Amount = Roll up summary field amount,
Total_Amount < Roll up summary field amount)
I need help to craete the validation rule that the custom field amount is always equal or less than the another roll up summary field amount.
I have below validation rule which is not working:
OR (
Total_Amount = Roll up summary field amount,
Total_Amount < Roll up summary field amount)
The snapshot for the Advanced Formula Editor popup provided in the validation rule screen, using the same is as below.
Assuming that the custom amount field is Total_Amount__c and the custom rolled up amount field is Rollup_Amount__c, the validation rule would be as follows.
One of the points that you need to consider while building this validation rule is the order of execution. Since the Validation Rules execute before Rollup Summary fields, you may not get the right output. Refer the following link to understand the order of execution better - https://help.salesforce.com/articleView?id=000005694&language=en_US&type=1
Please do not forget to mark the question as SOLVED and the answer as the BEST ANSWER if this helps you resolve your issue.