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Etaussig
Help with validation rule and picklist value
I am trying to write a validation rule which forces a currency entry when a stage is selected on an opportunity:
When stage = "needs assessment", first year value > 0
This is what I have: AND(ISPICKVAL( StageName, "Needs Assessment"), First_Year_Value__c <> 0 )
but I get no error message when I test it in an opportunity.
Any help would be greatly appreciated.
Thanks
Ellen
You almost had it, change it to this:
AND(ISPICKVAL( StageName, "needs assessment"), First_Year_Value__c > 0 )
Basically, I just changed the <> to >. Also, you should put this validation rule on the currency field.
Hope that helps,
Sati
You can create a validation rule on the object and on the field. Be sure to place this on the field itself. Go to Setup and click on the Field Label, you'll see a section to add Validation Rules for that specific field.
Best,
Sati
I thought you were trying to force a value in a currency field. The validation rule should be on the currency field.