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lil_ranger
Require Checkbox to be checked based off of picklist values and record type
AND( ISPICKVAL(Type, 'New Partner'), ISPICKVAL(StageName, 'Closed Won'), NOT(Verified__c), RecordTypeId = '000000000' )
I thought I got this right, but it's not working like I thought. I'm trying to create a rule if the check box is not checked. It will work if I just have NOT(Verified__c) and nothing else, but when I add in the record type and picklists it saves w/o requiring the checkbox to be checked
All Answers
Hi Lil,
Check with this validation rule may be it will work.
AND(
ISPICKVAL(Type, 'New Partner'),
ISPICKVAL(StageName, 'Closed Won'),
NOT(Verified__c),
$RecordType.Id = '000000000'
)
One more the its better not to use ID as it is diff in Sandbox and Prod. So its better to use name instead of RecordType ID.
Thanks,
Kunal.
I tried what you suggested and still was able to save the opportunity without the box being checked.
btw - why are you using '$RecordType.Id = '000000000'' instead of '$RecordType.Name = "Name"?
double+triple check the spelling and punctuation of the values in your formula against the values in your fields. Everything has to match EXACTLY: spelling, blank spaces, upper/lower case, EVERYTHING...
Thank you Stevemo!
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