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Hi.

 

I am totally stumped on this one, and this is a simple scenario:

 

1. VAL rule on opportunity (create or edit)

2. Check Opportunity Record Type name against Account record type name

3. If the first two letters are different then error

 

       LEFT(Account.Record_Type_Label__c,2)<>LEFT($RecordType.Name,2)

 

4. Account.Record_Type_Label__c is a formula referencing the Record type name on account

 

It will error when I say LEFT(Account.Record_Type_Label__c,2) =  LEFT($RecordType.Name,2) but when

I do not equal to no error ... what the?

 

Record type name example is Opp Rectype Name = US Opportunity and Account Rectype Name = AU Account

 

ANY ideas on this one? I need to use the first two letters, have also tried MID, no luck ...

  • November 20, 2012
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  • 0

Hi.

 

I am totally stumped on this one, and this is a simple scenario:

 

1. VAL rule on opportunity (create or edit)

2. Check Opportunity Record Type name against Account record type name

3. If the first two letters are different then error

 

       LEFT(Account.Record_Type_Label__c,2)<>LEFT($RecordType.Name,2)

 

4. Account.Record_Type_Label__c is a formula referencing the Record type name on account

 

It will error when I say LEFT(Account.Record_Type_Label__c,2) =  LEFT($RecordType.Name,2) but when

I do not equal to no error ... what the?

 

Record type name example is Opp Rectype Name = US Opportunity and Account Rectype Name = AU Account

 

ANY ideas on this one? I need to use the first two letters, have also tried MID, no luck ...

  • November 20, 2012
  • Like
  • 0