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Validation Rule Needs minor tweaking, but can't figure out what
Hi everyone, I'm stuck on this/have tried it many ways but can't get to work
I want this to say, "If users profile = ...., and any of these Stages are selected....then the following fields are required" So I have the profile id and the four stage at the top part of this, then on the bottom half (separated by the spaces) are the required fields. What am I missing here? Right now no matter what stage I select, the rule fires,
AND(
OR(
$User.ProfileId = "00e4A000000gBHU",
ISPICKVAL(StageName, "Proposal/Price Quote"),
ISPICKVAL(StageName, "Finance Review"),
ISPICKVAL(StageName, "Close Won"),
ISPICKVAL(StageName, "Close Lost"),
ISPICKVAL(Primary_Processor__c,""),
ISPICKVAL(X2nd_Processor__c,""),
ISPICKVAL(X3rd_Processor__c,""),
ISBLANK(Existing_Portfolio_Total_MIDs__c),
ISBLANK(X1st_Year_MIDs__c),
ISBLANK(X2nd_Year_MIDs__c),
ISBLANK(X3rd_Year_MIDs__c),
ISBLANK(X1st_Year_Net_Revenue__c),
ISBLANK(X2nd_Year_Net_Revenue__c),
ISBLANK(X3rd_Year_Net_Revenue__c),
ISBLANK(Gross_Margin_per_MID__c),
ISBLANK(Current_Sales_Model__c),
ISBLANK(Number_of_Active_Agents__c),
ISPICKVAL(Proposed_Revenue_Share__c,""),
ISBLANK(Proposed_Basis_Points__c),
ISBLANK(Proposed_Transaction_Cost__c)))
I want this to say, "If users profile = ...., and any of these Stages are selected....then the following fields are required" So I have the profile id and the four stage at the top part of this, then on the bottom half (separated by the spaces) are the required fields. What am I missing here? Right now no matter what stage I select, the rule fires,
AND(
OR(
$User.ProfileId = "00e4A000000gBHU",
ISPICKVAL(StageName, "Proposal/Price Quote"),
ISPICKVAL(StageName, "Finance Review"),
ISPICKVAL(StageName, "Close Won"),
ISPICKVAL(StageName, "Close Lost"),
ISPICKVAL(Primary_Processor__c,""),
ISPICKVAL(X2nd_Processor__c,""),
ISPICKVAL(X3rd_Processor__c,""),
ISBLANK(Existing_Portfolio_Total_MIDs__c),
ISBLANK(X1st_Year_MIDs__c),
ISBLANK(X2nd_Year_MIDs__c),
ISBLANK(X3rd_Year_MIDs__c),
ISBLANK(X1st_Year_Net_Revenue__c),
ISBLANK(X2nd_Year_Net_Revenue__c),
ISBLANK(X3rd_Year_Net_Revenue__c),
ISBLANK(Gross_Margin_per_MID__c),
ISBLANK(Current_Sales_Model__c),
ISBLANK(Number_of_Active_Agents__c),
ISPICKVAL(Proposed_Revenue_Share__c,""),
ISBLANK(Proposed_Basis_Points__c),
ISBLANK(Proposed_Transaction_Cost__c)))
ISPICKVAL(Primary_Processor__c,""),
ISPICKVAL(X2nd_Processor__c,""),
ISPICKVAL(X3rd_Processor__c,""),
Those are the three culprits. Any idea on how to handle that?
Error: Field Primary_Processor__c is a picklist field. Picklist fields are only supported in certain functions.
Thanks again for any help!
ISNULL(Primary_Processor__c,""),
ISNULL(X2nd_Processor__c,""),
ISNULL(X3rd_Processor__c,""),
And I receive the same error. Does something look off on what I am doing there^
Error: Field Primary_Processor__c is a picklist field. Picklist fields are only supported in certain functions.
So your initial issue was that the rule always fired for all stages yet you needed it to only fire for 4 stages you listed, correct?