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RM-Team validation rule for comments (within calls)
hi,
i'm trying to create a validation rule for the fiel comments (within calls). my goal is to look for specific terms like names that i have in my contact list. i had the idea to work with the "contains" logic, but it's not possible to pick this field for my formula.
so - my question is: is there any possibility to create a validation rule for the field comments and how can i name this field to create a rule for it ?
thanks for your help in advance
regards sascha
Sascha,
I had a similiar request from my users. They needed to pre-populate some comment information if they chose a particular Activity Type.
I worked with SF who told me that this was not currently possible with validation rules, but that I could create a custom Button to do this.
I ended up creating a custom button on Opportunities (the only place this was valid for my scenario) for that particular Task Type. In the code for the button, I hardcoded the default Comment value.
I don't know if this kind of work around would work for you if you are looking to populate Comments based on name though.