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Alex Makk Account validation rules with related contacts.
Hi! I have 2 validation rules that kinda similar but different.
First: I have 2 custom checkboxes on "Contact" object, and I'd like to write a validation rule that will check if at least one of the child records have those checkboxes. It can be one out of two for each contact.
I was guessing that rollup summary fields can help me out. I will have a validation where I can't save record if checkbox count can't be less than 1 for this account..
Second validation: Account need to have at least 3 related contacts, and these contacts have to have their Contact Roles (Custom Picklist Field).
Example:
Contact2 -> Picklist_value1
Contact2 -> Picklist_value2
Contact3 -> Picklist_value3
I shouldn't be able to save Account record if one of the (Picklist_value) are missing on one of the related contacts. As far as I know, I can't setup roll-up summary to picklist field..
Any help on that approceiated. Thanks!
First: I have 2 custom checkboxes on "Contact" object, and I'd like to write a validation rule that will check if at least one of the child records have those checkboxes. It can be one out of two for each contact.
I was guessing that rollup summary fields can help me out. I will have a validation where I can't save record if checkbox count can't be less than 1 for this account..
AND( ISPICKVAL( Type , "Customer"), Primary_Contact__r.Number_field1__c < 1 || Primary_Contact__r.Number_field2__c < 1 )
Second validation: Account need to have at least 3 related contacts, and these contacts have to have their Contact Roles (Custom Picklist Field).
Example:
Contact2 -> Picklist_value1
Contact2 -> Picklist_value2
Contact3 -> Picklist_value3
I shouldn't be able to save Account record if one of the (Picklist_value) are missing on one of the related contacts. As far as I know, I can't setup roll-up summary to picklist field..
Any help on that approceiated. Thanks!
Alex MakkAnyone?