Hi Community: I am trying to create a validation rule that accomplishes the following:

IF the Record Type name is New Business Lever 1 or New Business Lever 2
And the field "Why Now?" is NOT checked (false)
THEN you cannot advance FROM Discovery to the following stages: Qualified Opportunity, Proposal Development, Executive Business Review, POC, Negotiation, or closed.

This is what my rule looks like, but even when the box equals TRUE, it will not let me advance.
 

AND (
OR (
ISPICKVAL(StageName, "Qualified Opportunity"),
ISPICKVAL(StageName, "Proposal Development"),
ISPICKVAL(StageName, "Trial & Proof of Concept"),
ISPICKVAL(StageName, "Executive Business Review"),
ISPICKVAL(StageName, "Negotiation"),
ISPICKVAL(StageName, "Closed"),
OR(
$RecordType.Name= "New_Business_Lever_1",
$RecordType.Name= "New_Business_Lever_2"
),
Why_Now__c =FALSE)
)

Can anyone tell me what I'm doing wrong? Thanks!!

Hi Community: I am trying to create a validation rule that accomplishes the following:

IF the Record Type name is New Business Lever 1 or New Business Lever 2
And the field "Why Now?" is NOT checked (false)
THEN you cannot advance FROM Discovery to the following stages: Qualified Opportunity, Proposal Development, Executive Business Review, POC, Negotiation, or closed.

This is what my rule looks like, but even when the box equals TRUE, it will not let me advance.
 

AND (
OR (
ISPICKVAL(StageName, "Qualified Opportunity"),
ISPICKVAL(StageName, "Proposal Development"),
ISPICKVAL(StageName, "Trial & Proof of Concept"),
ISPICKVAL(StageName, "Executive Business Review"),
ISPICKVAL(StageName, "Negotiation"),
ISPICKVAL(StageName, "Closed"),
OR(
$RecordType.Name= "New_Business_Lever_1",
$RecordType.Name= "New_Business_Lever_2"
),
Why_Now__c =FALSE)
)

Can anyone tell me what I'm doing wrong? Thanks!!