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Validation rule that makes the Opportunity Source field required for 3 Opportunity Record Types
I need a Validation Rule that makes the Opportunity Source field required for 3 different Opportunity Record Types.
We have 5 other Opportunity Record Types that we do not want the Opportunity Source to be required.
Any help would be most appreciated. (-:
We have 5 other Opportunity Record Types that we do not want the Opportunity Source to be required.
Any help would be most appreciated. (-:
I looked at your question. Please follow the below steps.
First, do not make your picklist value mandatory when you create them.
Now create two different page layouts. On the first page layout make the picklist mandatory(you can make fields mandatory from page layouts too).
To make a field mandatory from page layout, go to object manager -> select your object -> click page layout ->
open page layout -> click wrench icon near the field you want to make required -> check the required checkbox -> click ok -> click save.
Now assign this first-page layout with mandatory picklist to the three record types where you want the field mandatory
and assign the other page layout to the rest 5 record types.
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Ajay Dubedi
www.ajaydubedi.com
If my answer helped you, kindly mark it as the best answer to help others too.
Thanks and Regards,
Ajay Dubedi
www.ajaydubedi.com