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Lara KhouriLara Khouri 

Validation Rule Inquiry

In an opportunity, I have the following picklist values for opportunity stage:
"Unqualified"
"Qualified - Undefined Scope"
"Qualified - Defined Scope"

There is a field titled " Fee Estimate", which is currently set to not required.
If the values of only "Qualified - Undefined Scope" and "Qualified - Defined Scope" are selected, how can there be a validation rule that requires a user to fill out the field "Fee Estimate".

ie. the field "Fee Estimate" has to be filled in everytime the opportunity stage is either Qualified - Undefined Scope"
"Qualified - Defined Scope". It is not required for "Unqualified".

Can someone please help in guiding me where to start?

Thank you in advance!
Best Answer chosen by Lara Khouri
Anupama SamantroyAnupama Samantroy
Hi Laura,

PLease find the new rule  
AND(OR( ISPICKVAL(StageName,'Qualified - Undefined Scope') ,ISPICKVAL(StageName,'Qualified - Defined Scope')), ISBLANK(Fee_Estimate__c),ISBLANK(Production_Estimate__c))
This is checking if both the estimate fields are blank then show error.
Thanks
Anupama

All Answers

Anupama SamantroyAnupama Samantroy
Hi Lara,

Please create a validation rule on Opportunity
  
AND(OR( ISPICKVAL(StageName,'Qualified - Undefined Scope') ,ISPICKVAL(StageName,'Qualified - Defined Scope')), ISBLANK(Fee_Estimate__c))
You can put the Error Message as please fill the fee estimate.

Thanks
Anupama
Lara KhouriLara Khouri
Thank you Anupama! 

It worked! However, I missed one important detail.

There are two fields "Fee Estimate" and "Production Estimate"

At least one of the two fields (either "Fee Estimate" or "Production Estimate") has to be filled in everytime the opportunity stage is either Qualified - Undefined Scope" or "Qualified - Defined Scope". 

So in the end of the rule you wrote above, how can I add the fact that at least Fee Estimate or Production Estimate has to be filled in (not necessarily both, at least one)

Hope that makes sense.

Thank you!
Anupama SamantroyAnupama Samantroy
Hi Laura,

PLease find the new rule  
AND(OR( ISPICKVAL(StageName,'Qualified - Undefined Scope') ,ISPICKVAL(StageName,'Qualified - Defined Scope')), ISBLANK(Fee_Estimate__c),ISBLANK(Production_Estimate__c))
This is checking if both the estimate fields are blank then show error.
Thanks
Anupama
This was selected as the best answer
Lara KhouriLara Khouri
thank you very much Anupama! it worked fine. :)
Anupama SamantroyAnupama Samantroy
Happy to help!
Please mark the answer to close this thread.

Thanks
Anupama