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Allen2
Hi!!! Please help me to write the validation rule on the opportunity object.
Created two field (data type-picklist) on the opportunity and have to make the fields mandatory when advancing a F S opportunity beyond Stage 2. Make mandatory for the profile F S S R and F S S M only.
for this scenario have to create a validation rule. Please help me out for this..
and if the scenario will be changed to
According to the above scenario 2 fields (data type-picklist) should be mandatory based on the user profile (F S S R or F S S M). Instead we would like the validation rule to be if the Sales Occupy (a picklist field on opportunity) = Field Sales, then the 2 fields are mandatory.
please help me to write the validation rule for both the scenarios...
Thank you!!
for this scenario have to create a validation rule. Please help me out for this..
and if the scenario will be changed to
According to the above scenario 2 fields (data type-picklist) should be mandatory based on the user profile (F S S R or F S S M). Instead we would like the validation rule to be if the Sales Occupy (a picklist field on opportunity) = Field Sales, then the 2 fields are mandatory.
please help me to write the validation rule for both the scenarios...
Thank you!!
Don't make the 1st field (for FSSM profile) or 2nd field(for FSSR field) required on the field level.
Create one Page Layout and there make the 1st field required on Page layout
Similarly, create second page-layout where the 2nd field required on the Page Layout.
Then, assign the 1st Page Layout to those for whom you want to have FSSM required. and assign 2nd to those for whom you want to have FSSR required.
You can also create record-type if you have any profile that needs to use both the Page Layout.
You only have to create Page Layouts for both the profiles and pull up those fields which you want to make required on both Profiles.
Now make 1st Page Layout for 1st Profile and 2nd Page Layout for 2nd Profile.
Then make that field required for which profile you want in related Page Layout.
Note: Don't make that field required in validation rule or field level.
Okay if it is changed to second scenario
not using user profile to make it mandatory then how to write the validation rule for that
I have written one validation rul taking 2nd Scenario but it is making only one field mandatory not 2nd.
AND ( ISPICKVAL(Sales__c, 'Field Sales'), ISBLANK ( TEXT ( Fin_Se__c ) ) && ISBLANK ( TEXT ( Fin_Se_Type__c ) ) )
Here it is making the field Fin_Se__c mandatory but not the 2nd field Fin_Se_Type__c
AND ( ISPICKVAL(Sales__c, 'Field Sales'), ISBLANK ( TEXT ( Fin_Se__c ) ) || ISBLANK ( TEXT ( Fin_Se_Type__c ) ) )
Thanks Aladin for the correction.
Want to add one more condition.
If the Sales Occupy = Field Sales AND the stage is advancing beyond Stage 2, then these 2 fields mandatory.
I tried below... but not working....Could you please correct me??
AND ( NOT ( ISPICKVAL ( StageName, '2. Discover' ) ) ),
ISPICKVAL(Sales__c, 'Field Sales'), ISBLANK ( TEXT ( Fin_Se__c ) ) || ISBLANK ( TEXT ( Fin_Se_Type__c ) ) )
Please mark as best answer if it solved your problem.
Thanks