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Making a field mandatory for certain opportunity stages
I am trying to build a Validation Rule that if our opportunity stage is Closed Won, Closed Lost, No Decision, that the custom resolution feilds we created for resolution need to be filled out. I read some old forms and I was told to use a formula like this, but it does not seem to be working. Is there something I am doing wrong?
Thanks in advance
AND (
TEXT(StageName) = "Closed Won,Closed Lost,No Decision",
ISBLANK( Resolution_Date__c ))
Thanks in advance
AND (
TEXT(StageName) = "Closed Won,Closed Lost,No Decision",
ISBLANK( Resolution_Date__c ))
Please try the below validation formula,
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "No Decision")),
ISBLANK( Resolution_Date__c )
)
Thanks,
Vinoth
All Answers
Please try the below validation formula,
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "No Decision")),
ISBLANK( Resolution_Date__c )
)
Thanks,
Vinoth
Thanks,
Vinoth
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "No Decision")),
ISBLANK( Resolution_Type__c )
)
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "No Decision")),
ISBLANK( TEXT(Resolution_Type__c) )
)
Thanks,
Vinoth