function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Nadia TabbaraNadia Tabbara 

Condition Formula For Validation rule

Hello!

I'm having trouble creating this formula for a validation rule. This is what I'm trying to accomplish, If the Engagement plan template's default assignee is blank, then I would like for the contact's "pathway coach" to be assigned. No errors were found, but the engagement plan tasks are assigned to me (the contact owner) despite the default assignee being blank

AND(ISPICKVAL( npsp__Engagement_Plan_Template__r.npsp__Default_Assignee__c ,
"--None--"),
ISNULL( npsp__Assigned_To__r.Contact.Pathway_Coach__c ))

Maharajan CMaharajan C
Hi Nadia,

Please try the below validation rule:
  
AND(
OR(
	ISBLANK(TEXT( npsp__Engagement_Plan_Template__r.npsp__Default_Assignee__c )) 
	ISPICKVAL( npsp__Engagement_Plan_Template__r.npsp__Default_Assignee__c , "--None--") 
),
	ISBLANK( npsp__Assigned_To__r.Contact.Pathway_Coach__c )
)

Verify the value the None in you picklist field once.

Thanks,
Maharajan.C
AnkaiahAnkaiah (Salesforce Developers) 
Hi Nadia,

try with below formula. 
AND(ISBLANK(TEXT( npsp__Engagement_Plan_Template__r.npsp__Default_Assignee__c )),
	ISBLANK( npsp__Assigned_To__r.Contact.Pathway_Coach__c ))

If this helps, Please  mark it as best answer.

Thanks!!