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Debbievdn
Formula query
Hi there experts, I'm looking for a solution to the following:
I have two fields, one Next Step MEC (picklist field) and the other Next Step Date (date field). What I'm looking for is that when a change is made to the picklist value, the date must be updated too. This is not happening now.
Can anyone provide me with a formula to make sure that this happens?
Here's my current formula on the Date
AND(
NOT(ISPICKVAL(Next_Step_MEC__c, "")),
ISNULL( Next_Step_Date__c ),
RecordTypeId="xxxxxx")
I also have the following validation rules set:
Next_Step_Date If Next Step MEC contains a picklist value then Next Step Date must be entered
Stages_for_Next_Step_MEC Next Step MEC is required when stage is different from Closed Lost/Closed Won
Thanks!
I have two fields, one Next Step MEC (picklist field) and the other Next Step Date (date field). What I'm looking for is that when a change is made to the picklist value, the date must be updated too. This is not happening now.
Can anyone provide me with a formula to make sure that this happens?
Here's my current formula on the Date
AND(
NOT(ISPICKVAL(Next_Step_MEC__c, "")),
ISNULL( Next_Step_Date__c ),
RecordTypeId="xxxxxx")
I also have the following validation rules set:
Next_Step_Date If Next Step MEC contains a picklist value then Next Step Date must be entered
Stages_for_Next_Step_MEC Next Step MEC is required when stage is different from Closed Lost/Closed Won
Thanks!
All Answers
and it should work.
You need to include the validation for ISCHANGED() for the date field as well. Like so:
Hope that helps!
regards debbie
MEC Internal Project Numbers
PO Number from Customer
I was able to apply to this all areas, but
if I only require e.g. CE region, what type of formula would I need? (or indeed CE and IT and EE)?
Hope you can help, its not urgent, but would be nice...
Reagrds,
Debbie
Without knowing more about where you are storing information, that's the best I can give. Hope that helps!