+ Start a Discussion
TheChrisTheChris 

Required Picklists

Good afternoon, folks! I am working in Leads. I have a picklist called “Lead Status.” The choices in this picklist are:

  • Zero
  • Open
  • Attempted Contact
  • Actively Engaged
  • Qualified
  • Disqualified.

It’s the controlling field for a dependent picklist called “Reason Disqualified.” The choices in that picklist are:

  • Did not respond
  • Incorrect contact data
  • Not interested
  • Is consultant or vendor
  • Already in pipeline

If "Disqualified" is selected under the Lead Status picklist, I want the user to be required to select one of the choices under the "Reason Disqualified" picklist. The formula I’m currently using is:

 

AND(TEXT(Status) = "Disqualified",

ISBLANK(TEXT(Reason_Disqualified__c))) 

 

Any help/guidance is appreciated! 

Best Answer chosen by Admin (Salesforce Developers) 
SteveMo__cSteveMo__c

Can you post a screenshot of the Lead and the VR?  I've tested this on my DE org and it works fine

 

AND(TEXT(Status) = "Disqualified" ,
ISBLANK(TEXT(Picklist_1__c )))

 

All Answers

SteveMo__cSteveMo__c

Can you post a screenshot of the Lead and the VR?  I've tested this on my DE org and it works fine

 

AND(TEXT(Status) = "Disqualified" ,
ISBLANK(TEXT(Picklist_1__c )))

 

This was selected as the best answer
Navatar_DbSupNavatar_DbSup

Hi,


At my end your validation rule is working fine. Apart from this you can also write the validation like below:


if( ISPICKVAL( Status , "Disqualified") ,ISBLANK(TEXT(Picklist_1__c )),false)

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

goabhigogoabhigo

Adding to Stevemo and S Jain,

 

try:

 

AND( ISPICKVAL(Status, 'Disqualified' ),

 ISPICKVAL( Reason_Disqualified__c, '')

 

Check the value of Status - check there is no space or period in the value -  Disqualified.

larrmill59larrmill59

We have a similar setup in our org. In our case we simply made the Reason Unqualified field required on the page layout. Since the controlling field determines whether that field is even available, the required attribute only applies when disqualified is chosen in the controlling field.

 

I don't know if I'm missing something in your use case, but it works fine for us without needing a validation rule.

TheChrisTheChris

Hey, All! SteveMo's solution worked like a dream! Formula is as follows: 

 

AND(TEXT(Status) = "Disqualified", 
ISBLANK(TEXT(Reason_Disqualified__c)))

 

Perfect!