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ryepesryepes 

Validation Rule

I can't get this validation rule to work. If I remove the first piece it works but if I add them together with the OR statement it doesn't, does it need to be re-formatted?

 

(Customer_Next_Steps__c = True) &&( Probability  <0.95)

||

(Customer_Next_Steps__c = True) && ISPICKVAL(,'Renewal')

BA_AdminBA_Admin

Try this

 

OR((Customer_Next_Steps__c = True && Probability  <0.95),(Customer_Next_Steps__c = True && ISPICKVAL(StageName,'Renewal')))
ryepesryepes

Thank you, it didnt quite work, maybe i should explain what i need.

 

I want the validation rule to fire #1 if the opportunity is a renewal opportunity. #2 if the opportunity is not renewal and if the probability is less than 95%

 

 
Shashikant SharmaShashikant Sharma

Try this out

 

AND(
    Customer_Next_Steps__c, 
    OR(Probability < 0.95 , ISPICKVAL(StageName,'Renewal'))
    )

 
Shashikant SharmaShashikant Sharma

I hope you have this Boolean field also in consideration

 

Customer_Next_Steps__c thats why you were using it originally if you dont want it then.

 

Only this is enough

OR(Probability < 0.95 , ISPICKVAL(StageName,'Renewal'))

 
BA_AdminBA_Admin

I guess mine should work if either of it is checked along with customer_Next_Steps__c
ryepesryepes

Thank you all for your help.