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Phillip Moseley
Need Validation Formula for Incorrect Order Form is Chosen
When picklist field Opportunity Type is not equal to new customer, then you can't choose the Order Form titled New Customer. So when a user had New Customer for opportunity type and they try to choose the New Customer Order Form, they will get an error message.
Thanks for any help.
I created the validation rule on your org: https://na13.salesforce.com/03da00000011fEm?setupid=CustomObjects
Have a look, as I am not able to create Proposal record on your org so please test, if its working fine. As Order form is not picklist field, so I need to update the formula like this: Let me know, if you need any other help.
Thanks,
Neetu
All Answers
Use this formula in the validation rule. I am assuming that the API Name for Opportunity type is Opportunity_Type__c and Order Form is Order_Form__c. Let me know, if you need any other help.
Thanks,
Neetu
Neetu
Its working fine in my org. Can you share you login credentials, so I can have a look. You can contact me on skype id: neetu.bansal.5 or gmail id: neetu.bansal.5@gmail.com.
Thanks,
Neetu
Its working fine in my org. Can you share you login credentials, so I can have a look. You can contact me on skype id: neetu.bansal.5 or gmail id: neetu.bansal.5@gmail.com.
Thanks,
Neetu
Can you please let me know the fields name, I am confused about the exact names. And can I create test data to test the validation rules? You can also add me on skype: neetu.bansal.5 or email id: neetu.bansal.5@gmail.com
Thanks,
Neetu
I created the validation rule on your org: https://na13.salesforce.com/03da00000011fEm?setupid=CustomObjects
Have a look, as I am not able to create Proposal record on your org so please test, if its working fine. As Order form is not picklist field, so I need to update the formula like this: Let me know, if you need any other help.
Thanks,
Neetu
I will definately help you out but can you please contact me either on skype id: neetu.bansal.5 or gmail id: neetu.bansal.5@gmail.com because its difficult to communicate over here.
Thanks,
Neetu