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Eric Boller 14
Lead Validation Rule
Why does this work:
AND(NOT(ISPICKVAL( LeadSource , "Live Chat")) , NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )
But this doesn't (no syntax errors are thrown):
AND( OR(NOT( ISPICKVAL( LeadSource , "Live Chat")),NOT( ISPICKVAL( LeadSource , "Offline Message"))) , NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )
How do I make the rule function so I can include mutlople lead source values?
AND(NOT(ISPICKVAL( LeadSource , "Live Chat")) , NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )
But this doesn't (no syntax errors are thrown):
AND( OR(NOT( ISPICKVAL( LeadSource , "Live Chat")),NOT( ISPICKVAL( LeadSource , "Offline Message"))) , NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )
How do I make the rule function so I can include mutlople lead source values?
If the picklist value is "Live Chat" then you have:
Not Live Chat = false OR Not Offline Message = true
-- This will evaluate to TRUE
You probably need to remove the OR because what you really need is just the AND condition to filter if it is Not live chat and Not Offline Message.
AND( NOT( ISPICKVAL( LeadSource , "Live Chat")),NOT( ISPICKVAL( LeadSource , "Offline Message")), NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )
All Answers
If the picklist value is "Live Chat" then you have:
Not Live Chat = false OR Not Offline Message = true
-- This will evaluate to TRUE
You probably need to remove the OR because what you really need is just the AND condition to filter if it is Not live chat and Not Offline Message.
AND( NOT( ISPICKVAL( LeadSource , "Live Chat")),NOT( ISPICKVAL( LeadSource , "Offline Message")), NOT( $UserRole.Id = "00E70000001A1gy" ), ISBLANK( Phone ) )