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Sean LoobySean Looby 

Picklist Field

Hi , In Contacts,  i have two picklist fields called PEP and AML Risk Assessment. If the options , 'Domestic' or 'Foreign' are chosen in the picklist field PEP, I want ot mandatory that the picklist on the AML Risk Assessment is 'High' How do I do this? Thank you.
Best Answer chosen by Sean Looby
Abhishek BansalAbhishek Bansal
Hi Sean,

Please use the below formula in validation rule:
AND(
	OR(
		ISPICKVAL(PEP, 'Domestic'),
		ISPICKVAL(PEP, 'Foreign')
	),
	NOT(ISPICKVAL(AML Risk Assessment, 'High'))
)

Please use the API name of the fields.

Thanks,
Abhishek Bansal.

All Answers

ANUTEJANUTEJ (Salesforce Developers) 
Hi Sean,

I think you can try using a validation rule to make sure if the values of the fields are the above-mentioned ones and if the AML field is not empty.

Let me know if this helps.

Regards,
Anutej
Sean LoobySean Looby
Hi,

Its not that it is not empty, it is that the picklist value has to be one particular option i.e. High. 
I have tried using a formula in data validation rules but cant seem to get it to work.

What i want is
If PEP = 'Domestic' or 'Foreign' then AML Risk Assessment must be 'High'
How can i write this formula in Salesforce?
Thanks,
Sean
 
Abhishek BansalAbhishek Bansal
Hi Sean,

Please use the below formula in validation rule:
AND(
	OR(
		ISPICKVAL(PEP, 'Domestic'),
		ISPICKVAL(PEP, 'Foreign')
	),
	NOT(ISPICKVAL(AML Risk Assessment, 'High'))
)

Please use the API name of the fields.

Thanks,
Abhishek Bansal.
This was selected as the best answer
Sean LoobySean Looby
Hi Abhishek,

Many thanks, this worked. I was using OR instead of NOT which is why mine was not working. Thanks for your help.
Sean
Pravin Jadhav 19Pravin Jadhav 19
Dear Sean Looby,

You can achive this by Validation Rules applied on PEP when meet the filed values mentioned  ('Domestic' or 'Foreign').