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JohnsDB
Requiring a Look Up Feild on an Opportunity based on Stage
All-
I am trying to require an entry from a custom object(CFM) I created based on the Stage of the Opportunity. I have entered the code below but it doesn't work. Anyone have any suggestions? Do validation not work for Look Ups?
AND (
OR (
ISPICKVAL( StageName, "Closed Won"),
ISPICKVAL( StageName, "Formal discussions/Short-listed"),
ISPICKVAL( StageName, "Committed Not Yet funded"),
ISPICKVAL( StageName, "Committed Funded")),
LEN(CFM__c) = 0
)
OR (
ISPICKVAL( StageName, "Closed Won"),
ISPICKVAL( StageName, "Formal discussions/Short-listed"),
ISPICKVAL( StageName, "Committed Not Yet funded"),
ISPICKVAL( StageName, "Committed Funded")),
LEN(CFM__c) = 0
)
Hi John - I'm not sure what you want to do. The purpose of using a pick-list is to get some level of uniformity in the field data. So in my mind, you would not need a validation rule with a pick-list becuase the pick-list is limiting the choice.
If you want to force the user to make a pick-list selection, then make it a required field in the page layout.
-George