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emlizmueemlizmue 

Validation rule pertaining to opportunity amount and 3 checkboxes

Hello,

 

I'm having trouble writing a validation rule within the Opportunity object.

 

Fields Involved:

Amount

Restricted_c (checkbox)

Donor_Report_c (checkbox)

Special_Donor_Report_c (checkbox)

 

If Amount > 499, then Donor_Report_c = TRUE

except if Restricted_c=TRUE

then

Donor_Report_c=FALSE and Special_Donor_Report_c=TRUE

 

I've written this 100 different ways with no luck.  Could anyone lend a hand?

 

Thanks,

Liza M

Best Answer chosen by Admin (Salesforce Developers) 
tantotanto

Try this formula:

 

OR(

    AND(

        Amount > 499,

        Resticted__c = TRUE,

        Special_Donor_Report__c = FALSE

    ),

    AND(

        Amount >499,

        Restricted = FALSE,

        Donor_Report__c = FALSE

    )

)

 

You could also leverage two workflow rules that both have a formula for their evaluation criteria and both have field updates to check the applicable boxes.

All Answers

SteveMo__cSteveMo__c

What exactly are you trying to do here? 

Can you post an example of a PASS and FAIL for your VR as you would like it to work?

emlizmueemlizmue

A staffer wants a rule within each donation to determine whether the acknowledgement for a donation (I'm working within the nonprofit environment) should include a donor report, be it standard or 'special'.  A donor would be flagged for a 'special' report when the Restricted checkbox has been checked.

 

From doing a little research is seems like it might be best to create a trigger that completes the appropriate box, but I have a need to implement this quickly & my knowledge for triggers is limited (but I'm learning!)

 

So as a quick solution I thought a validation rule would work.  An example:

 

Donor 1 gives an $800 restricted gift - amount is filled in and restricted box is checked but the special donor report box is not.

When the entry person goes to save, the rule prompts them to check the Special Donor Report box.

 

Am I off base?

tantotanto

Try this formula:

 

OR(

    AND(

        Amount > 499,

        Resticted__c = TRUE,

        Special_Donor_Report__c = FALSE

    ),

    AND(

        Amount >499,

        Restricted = FALSE,

        Donor_Report__c = FALSE

    )

)

 

You could also leverage two workflow rules that both have a formula for their evaluation criteria and both have field updates to check the applicable boxes.

This was selected as the best answer
SteveMo__cSteveMo__c

@tantos VR should work

emlizmueemlizmue

Thanks so much - I would swear that I had tried that exact syntax but when you write it, it works!