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netTrekker_AD Task VR: Can you require the Related To field?
Hello,
I thought this was simple, but Im running into an issue I need someone to set me straight on. I want to be able to require the Related To (WhatId) field of a task, but because when the Name field is set to Lead, the Related To field grays out and cannot be completed.
My problem is, when I made a simple rule such as:
WhatId = ""
it still throws the error even when the task is logged with a Lead (even though the WhatId field cannot be completed).
Is there a way to write the rule where "if Name is a Contact, then Related To is required"?
Try using something like this.
AND(NOT(LEFT(WhoId,3) = "00Q"),LEN(WhatId) < 1)
The RecordId for a Lead always begins with "00Q"
All Answers
Try using a LEN function like
LEN(WhatID) < 1
I tried that as well and I still get an error when I attempt to log a call with a Lead. The Related To field is grayed out, yet it is still requiring it.
I need to be able to allow a task with a Lead to be saved (with no Related To) while a task with a Contact can only be saved if the Related To field is complete.
Try using something like this.
AND(NOT(LEFT(WhoId,3) = "00Q"),LEN(WhatId) < 1)
The RecordId for a Lead always begins with "00Q"