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Mikeb66 Validation Rule (Opportunities)
I'm attempting to create a Validation Rule for an Opportunity based on an Opportunity Split. Basically, we can have up to 3 reps own an Opportunity and each gets a % of the Amount. I want to create a rule that will validate that the 3 % fields = 100% and that the Calculated Value for each portion of the Split = the Amount.
Here are the Formulas that I created:
X2nd_Rep__c + X3rd_Rep__c + Primary_Rep__c ==100
This throws no errors when I check the Syntax, but the rule doesn't seem to do what I want it to. I can enter in 100% for each Sales Rep % field and no error is thrown, I can also enter in values that total to less than 100 and still no error is thrown.
The other formula I have is to verify that the Sum of the Rep Splits = the Amount. Here is the formula:
Primary_Rep_Bookings_Amount__c + X2nd_Rep_s_Booking_Amount__c + X3rd_Rep_s_Booking_Amount__c == Amount
Please let me know what I'm doing wrong or if there is a better way to do this.
A validation rule throws an exception when the error MATCHES the rule. In your sample:
X2nd_Rep__c + X3rd_Rep__c + Primary_Rep__c ==100
It will throw an error when the percent adds up to 100. You want a rule as follows:
X2nd_Rep__c + X3rd_Rep__c + Primary_Rep__c <>100
All Answers
A validation rule throws an exception when the error MATCHES the rule. In your sample:
X2nd_Rep__c + X3rd_Rep__c + Primary_Rep__c ==100
It will throw an error when the percent adds up to 100. You want a rule as follows:
X2nd_Rep__c + X3rd_Rep__c + Primary_Rep__c <>100