+ Start a Discussion
Denise MeinershagenDenise Meinershagen 

Validation Rule with either/or required, depending on picklist value

For record type '012a0000000AWNv' , If the picklist value of 'Report: New/Modify (Complete Section I)' is chosen from the field 'SF_Request_Type__c', then I want the user to be forced to make either the 'Modify_Existing_Report__c' checkbox or the 'Create_New_Report__c' checkbox to be true.

With the validation rule that I have written below, it's forcing the user to choose either checkbox REGARDLESS of the value in the picklist field. If you can help, that would be really great...

AND( 
Modify_Existing_Report__c = FALSE, 
Create_New_Report__c = FALSE, 

OR( 
ISPICKVAL (SF_Request_Type__c, "Report: New/Modify (Complete Section I)"), 
RecordTypeId = '012a0000000AWNv'))
Akhil AnilAkhil Anil
Hi Densie,

Your formula would be simply this
 
AND(
RecordTypeId = "012a0000000AWNv",
TEXT(SF_Request_Type__c) = "Report: New/Modify (Complete Section I)",
Modify_Existing_Report__c = FALSE,
Create_New_Report__c = FALSE
)

Kindly mark it as an answer if that works for you.
Denise MeinershagenDenise Meinershagen
Hi Akhil, thank you for the reply. I'm still testing this out. For some reason it works as expected in Sandbox, but not in Production. I've checked that all the fields and references to record type are the same. I'm sure it's user error on my part somewhere.