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Nam Nguyen
Validation Rule help on multiple picklists
I can't figure out why this validation rule isn't working. I want to make it so that if C4A or C4A Single-Channel is selected from my "Product" pick list, then the opportunity cannot move past the "Qualified" stage when "N/A" is selected from the "Product Engineer" picklist. I also only want this to apply only to the record type "Sales". But for some reason, when I apply this validation rule, I get the error message even when I'm in the Qualified stage.
Here are the picklists I have, including what fields are available for each pick list:
Product: C4A, C4A Single-Channel, C4N
Product Engineer: N/A, (then multiple product engineers)
Opportunity Stages: Qualified, Scoping/Presentation, Negotiation/Proposal, In Contract, Closed Won, Closed Lost
Record Type: Sales
Here is my validation rule:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel"),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal"))))
Here are the picklists I have, including what fields are available for each pick list:
Product: C4A, C4A Single-Channel, C4N
Product Engineer: N/A, (then multiple product engineers)
Opportunity Stages: Qualified, Scoping/Presentation, Negotiation/Proposal, In Contract, Closed Won, Closed Lost
Record Type: Sales
Here is my validation rule:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel"),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal"))))
So you need this:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel")),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal")))
Not this:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel"),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal"))))
Let me know if that doesn't work!
All Answers
So you need this:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel")),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal")))
Not this:
And (
ISPICKVAL(Product_Engineer__c, "N/A"),
($RecordType.Name = "Sales"),
OR (
ISPICKVAL(Product__c, "C4A"),
ISPICKVAL(Product__c, "C4A Single-Channel"),
OR (
ISPICKVAL(StageName, "Scoping/Presentation"),
ISPICKVAL(StageName, "In Contract"),
ISPICKVAL(StageName, "Negotiation/Proposal"))))
Let me know if that doesn't work!