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Karla Pliego 3Karla Pliego 3 

Formula triggering wrong

I have the following formula. The idea is that if the Loan time is VA, FHA or Conventioanl AND the lender contact is blank for a record  type Seller or Double side, for an emiail to trigger to them. This seems to be triggering for other record types and even if the lender info is not blank. What do I need to change to make this work? 
or( 
ISPICKVAL(Loan_Type__c, "VA"), 
ISPICKVAL(Loan_Type__c, "fha"), 
ISPICKVAL(Loan_Type__c, "conventional"), 
(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
OR( 

ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 

ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")))

 
Maharajan CMaharajan C
Hi Karla,

Use the below formula:

AND((ISBLANK(Lender_Company_Contact__c )), OR( 
ISPICKVAL(Loan_Type__c, "VA"), 
ISPICKVAL(Loan_Type__c, "fha"), 
ISPICKVAL(Loan_Type__c, "conventional"), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c ))), 
OR( 
ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 
ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")))

I don't know why are you using the ISPICKVAL for Record types in Formula:
If we use the Record type then we have to use like below:

AND((ISBLANK(Lender_Company_Contact__c )), OR( 
ISPICKVAL(Loan_Type__c, "VA"), 
ISPICKVAL(Loan_Type__c, "fha"), 
ISPICKVAL(Loan_Type__c, "conventional"), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c ))), 
OR( $RecordType.Name = "SELLER", 
$RecordType.Name="Double sided"))

Can you please Let me know if it works or not and also If you face any problems!!!

If it works don't forget to mark this as a best answer!!!

Thanks,
​Raj