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SOLVED
7 replies

Opportunity Validation Rule -checkbox Field, Sales Process Stages and Record Type

How would a Opportunity based Validation Rule be created if a checkbox field (i.e. Credit Approved) most be selected before saving a Opportunity record and the Sales Process Stage is either "Process Order," "Closed Won" or "Installed" for a particular Opportunity Record Type?

1 replies

Record Type Dependent Validation Rule?

Can you have a Record Type Dependent Validation Rule? If so, what would a sample Formula look like for an Opportunity Record Type Validation.
 
Thank you for any assistance to this topic.
SOLVED
7 replies

Opportunity Validation Rule -checkbox Field, Sales Process Stages and Record Type

How would a Opportunity based Validation Rule be created if a checkbox field (i.e. Credit Approved) most be selected before saving a Opportunity record and the Sales Process Stage is either "Process Order," "Closed Won" or "Installed" for a particular Opportunity Record Type?