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inertia
Custom Validation Rule Not Working
AND(ISPICKVAL(StageName, "Quotation | Drawing Submittal"),EVO_Quote_No__c = " ")
My formula is not working. I am trying to a Quote Number ( the Field Type: Text) if I reach a specific Stage in the Sales Process. What am I doing wrong?
Is your stage really called "Quotation | Drawing Submittal"? Or are you trying to do an ISPICKVAL on Quotation _or_ Drawing Submittal? If that's the case then you'll want
AND(
OR(
ISPICKVAL(StageName, "Quotation"),
ISPICKVAL(StageName, "Drawing Submittal")
),
EVO_Quote_No__c = " "
)
A couple options - maybe you'll have to use
TEXT(EVO_Quote_No__c = "")
to get it to acknowledge that the value is text.
But what I would try first is:
AND (StageName = "Quotation | Drawing Submittal", ISNULL(EVO_Quote_No__c))
It looks like this the Field Type is my problem
"Text fields are never null, so using this function with a text field always returns false. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field."
Any suggestions for a workaround. If I change my Field Type to Number, I will lose all my historical data. That is not an option.
Did you try:
IF(TEXT(EVO_Quote_No__c = ""))
AND(ISPICKVAL (StageName, "Waiting on Response"), IF(TEXT(EVO_Quote_No__c = ""))
Returns: ERROR: Syntax error. Missing')'
Try this
AND ( ISPICKVAL(StageName, "Quotation | Drawing Submittal"), LEN(EVO_Quote_No__c)=0)
Thanks
CRM india - Thank you. That formula worked.