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SueHallSueHall 

Validation Rule that Applies to Specific Opp Rec Types Only

I have a validation rule (below) that requires a field called "Date Notified" to be completed once the stage changes to "closed/lost".  I need to limit the rule to only certain opportunity record types but not others.  E.g. should not apply to "product upsell" record type but should apply to the "sales" record types.  Does anyone know how what modifications I need to make to the validation rule below to accomodate that?


AND(ISPICKVAL( StageName , "Closed/Lost"),
ISNULL( DT_Date_Notified_Loss__c ))

Thanks!
NPMNPM

You will probably need to add the Record Type ID field to your rule.

To get the ID you want you need to go to the Record ID in Setup, Right Click (if using IE) and select Properties, then copy the 15 character value right after id=

It should look something like

                    recordtypefields.jsp?id=0123000000008q2&type=Event&setupid=EventRecords

You want to copy the equivalent of 0123000000008q2 and paste into your formula.

AND(ISPICKVAL( StageName , "Closed/Lost"),
ISNULL( DT_Date_Notified_Loss__c ),Your sales record type id=your 15 character id)