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rumdumdumrumdumdum 

Lookup Problem

Hi All,

 

Trying to create a validation rule for tasks.

 

I have a picklist field called Type that has multiple values and another field called Name that is a lookup for accounts. 

 

The rules is for users when they select Type picklist value "Sales Meeting Call", Name has to be filled with a lookup.

 

But when I'm creating the rule, in the Insert Field option the lookup field is not visible?

 

Thanks,

Richard 

Best Answer chosen by Admin (Salesforce Developers) 
dev_forcedev_force

Hi Richard,

When you are on the create validation rule screen, try using:

 

Task -> Contact/Lead ID -> WhoId ("Name" field on the create Task screen)

 

Task -> Opportunity/Account ID -> WhatId  ("Related To" field on the create Task screen)