You need to sign in to do that
Don't have an account?
SFDC palace
HELP NEEDED! Validation Rule - AND/OR
I want to add a Validation Rule on an opportunity that ensures a custom field is completed when certain stages are selected. This is simple enough and works like this
AND (
OR (
ISPICKVAL( StageName, "A - Pending Sale"),
ISPICKVAL( StageName, "W - Closed Won")),
ISNULL( Secured_Date__c )
OR (
ISPICKVAL( StageName, "A - Pending Sale"),
ISPICKVAL( StageName, "W - Closed Won")),
ISNULL( Secured_Date__c )
So give error message requiring Secured Date to be entered if stage = Pending or Won.
However, I only want it to validate on a particular record type. I'm not sure where the record type = statement goes in the formular, below does not work.
AND (
OR (
ISPICKVAL( StageName, "A - Pending Sale"),
ISPICKVAL( StageName, "W - Closed Won")),
ISNULL( Secured_Date__c ),
OR (
ISPICKVAL( StageName, "A - Pending Sale"),
ISPICKVAL( StageName, "W - Closed Won")),
ISNULL( Secured_Date__c ),
RecordTypeId="01250000000DKQnAAO")
any suggestions would be greatly appreciated.
Eric
Thank you so much for your help. Works perfectly.
Best Regards
All Answers
AND (
OR (
ISPICKVAL( StageName, "A - Pending Sale"),
ISPICKVAL( StageName, "W - Closed Won")),
ISNULL( Secured_Date__c ),
$RecordType.Name = "record type name"
)
Eric
Thank you so much for your help. Works perfectly.
Best Regards