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Sebastien Raoux
Validation Rules for opportunty stage
Hi
i m trying to create a validation rule that says if 4 fields are not filled, the user cannot mark stage as complete
the formula is simple ( i took example on many answers here on this forum )
AND
(
OR
(
ISPICKVAL(StageName, "Discovery Call"),
BANT__c = FALSE,
ISBLANK(DiscoveryCallMinutes__c),
Goal_letter__c = FALSE,
ISBLANK( Scheduled_next_meeting__c )
)
)
this should mean that if the user is on the stage Discovery call (and only on this stage ) and all the fields: scheduled next meeting - Goal letter - Dsicovery call minutes and BANT are not checked or filled , the stage cannot be marked as completed ..
but this formula doesn t work ...
any advice ?
i m trying to create a validation rule that says if 4 fields are not filled, the user cannot mark stage as complete
the formula is simple ( i took example on many answers here on this forum )
AND
(
OR
(
ISPICKVAL(StageName, "Discovery Call"),
BANT__c = FALSE,
ISBLANK(DiscoveryCallMinutes__c),
Goal_letter__c = FALSE,
ISBLANK( Scheduled_next_meeting__c )
)
)
this should mean that if the user is on the stage Discovery call (and only on this stage ) and all the fields: scheduled next meeting - Goal letter - Dsicovery call minutes and BANT are not checked or filled , the stage cannot be marked as completed ..
but this formula doesn t work ...
any advice ?
AND(
ISPICKVAL(StageName, "Discovery Call"),
OR
(
BANT__c = FALSE,
ISBLANK(DiscoveryCallMinutes__c),
Goal_letter__c = FALSE,
ISBLANK( Scheduled_next_meeting__c )
)
)
i tested it and was able to mark the discovery call stage as completed without filling anything ..
any idea what could i have done wrong ? i have no syntax error so the stage seems to be in place .
if one or 2 or 3 are missing i should have the error
If stage is changed AND it is changed from Discovery call to Completed AND if one of the 4 fields is blank.. then give error
AND(
ISCHANGED(StageName),
ISPICKVAL(StageName, "Completed"),
PRIORVALUE(StageName)='Discovery Call',
OR
(
BANT__c = FALSE,
ISBLANK(DiscoveryCallMinutes__c),
Goal_letter__c = FALSE,
ISBLANK( Scheduled_next_meeting__c )
)
)