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chris lim 15
Validation Rules, make fields not mandatory if value to other field iis Opportunity Lost?
I created this Validation Rule that when a user with a specific profile creates or modify an opportunity, he must fill in the Next step fields
OR(
$Profile.Name ="2F00eb0000000YhB7",
$Profile.Name ="2F00e9E000000ae9h",
$Profile.Name ="2F00eb0000000YhB1",
ISBLANK(NextStep),
ISBLANK( Next_Step_By__c ),)
but I'd like to add a condition: when the opportunity is Lost, these fields are no longer mandatory.
I tried to add this but it doesn’t work
AND(ISPICKVAL( StageName ,"Opportunity Lost"),NOT (ISBLANK( NextStep))),
Do you have any idea ?
OR(
$Profile.Name ="2F00eb0000000YhB7",
$Profile.Name ="2F00e9E000000ae9h",
$Profile.Name ="2F00eb0000000YhB1",
ISBLANK(NextStep),
ISBLANK( Next_Step_By__c ),)
but I'd like to add a condition: when the opportunity is Lost, these fields are no longer mandatory.
I tried to add this but it doesn’t work
AND(ISPICKVAL( StageName ,"Opportunity Lost"),NOT (ISBLANK( NextStep))),
Do you have any idea ?
So if it's NOT lost, the rest of the validations are evaluated, but if it *is* lost, there's no need to evaluate the "or" conditions at all and the validation passes.
All Answers
To make the fields not mandatory if the opportunity stage is set to "Opportunity Lost," you can modify your existing validation rule as follows: This rule will check if the user's profile matches the specified profiles, or if the opportunity stage is set to "Opportunity Lost." If any of these conditions are met, the validation rule will pass even if the Next Step fields are blank.
If this helps , please mark this as Best Answer.
Thank you.
So if it's NOT lost, the rest of the validations are evaluated, but if it *is* lost, there's no need to evaluate the "or" conditions at all and the validation passes.