You need to sign in to do that
Don't have an account?
footprint_nina
Help on validation rule for picklist
I would like to create a validation rule that requires users to choose a priority (a picklist field i have created) for their opportunities but have this only apply to certain types of opportunities.
Hi Nina, give this one a shot when you have a chance. Let me know if it works for you.
AND ( OR( ( $RecordType.Name = "Project Development"), ( $RecordType.Name = "Partnership")), ISPICKVAL( Priority__c , ""))
All Answers
Hi Nina, you can definitely do that, just wondering what you mean when you say "Certain types of Opportunities".
Do you mean a specific value selected from the Opportunity.Type picklist field?
or a specific Opportunity.RecordType?
or some combination of fields and values on the Opportunity itself?
Hi Steve,
I did mean a specific Opportunity Record Type. I want to make a validation rule that requires users to select a priority for only this type of record because the validation rule that i have in place (which just requires the priority to be selected for all opportunities) gets in the way of other opportunity record types, specifically when we edit old closed won opportunities.
thanks!
No problem, can you post some specifics about the fields and record types? (using the Code Clipboard icon in the Post Message Toolbar?
I need to know your Opportunity record type names, your picklist names, picklist values, and a rough description of what you want for your triggers?
for example: If the Record Type = A then they have to pick 1, 2, or 3
or something like that
Thanks!
If Opportunity Record type equals Project Development (A) or Partnership (B) this validation rule should apply and users must select a priority. users have several options for the priority and it doesnt matter which one they choose, just that they assign a priority.
If record type = A OR B, then they have to pick a Priority (Hot: Close within 3 months, Strategic, Pursuring only as time permits, dormant)
If Opportunity Record type equals Donation this rule should not apply.
Again, thanks for all your help!
Are those the only 3 Opportunity Record Types that you have on your SFDC Org?
PS. The Code Clipboard is the little Clipboard Icon with a "C" on it in the toolbar when you post a new message. It makes posting formulas and code with commas and parens easier to read.
Hi Nina, give this one a shot when you have a chance. Let me know if it works for you.
AND ( OR( ( $RecordType.Name = "Project Development"), ( $RecordType.Name = "Partnership")), ISPICKVAL( Priority__c , ""))