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B D 263
Validation Rule with Multiple Record type
Hello,
Below is the valition rule which i have created. The requirement- whenever the stage is set to as 'Closed Lost' , the loss reason need to be mandatory for the different record types mentioned in the rule.
The rule is not getting triggered and i am able to save opportunity without prompt of the error
Please advice
AND
(ISPICKVAL(StageName, "Closed Lost"),OR ($RecordType.Name = "Lending_Closed",$RecordType.Name = "Non_Lending_Closed",$RecordType.Name = "Non_Lending",RecordType.Name = "Lending"),
ISBLANK(TEXT(Loss_Reason__c)))
Thanks,
BD
Below is the valition rule which i have created. The requirement- whenever the stage is set to as 'Closed Lost' , the loss reason need to be mandatory for the different record types mentioned in the rule.
The rule is not getting triggered and i am able to save opportunity without prompt of the error
Please advice
AND
(ISPICKVAL(StageName, "Closed Lost"),OR ($RecordType.Name = "Lending_Closed",$RecordType.Name = "Non_Lending_Closed",$RecordType.Name = "Non_Lending",RecordType.Name = "Lending"),
ISBLANK(TEXT(Loss_Reason__c)))
Thanks,
BD
AND
(ISPICKVAL(StageName, "Closed Lost"),
OR (RecordType.DeveloperName = "Lending_Closed",
RecordType.DeveloperName = "Non_Lending_Closed",
RecordType.DeveloperName = "Non_Lending",
RecordType.DeveloperName = "Lending"),
ISBLANK(TEXT(Loss_Reason__c)))
All Answers
AND
(ISPICKVAL(StageName, "Closed Lost"),
OR (RecordType.DeveloperName = "Lending_Closed",
RecordType.DeveloperName = "Non_Lending_Closed",
RecordType.DeveloperName = "Non_Lending",
RecordType.DeveloperName = "Lending"),
ISBLANK(TEXT(Loss_Reason__c)))