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mahe_developer Opportunity Custom field TYPE Pick list
Hi All,
In Opportunity I have created one Custom field named TYPE as filed Pick list Values are (New Business,Existing business), i have requirement like this when ever a opportunity created first time for account, Opportunity-TYPE Pick value should be Normal Business and if going on creating multiple opportunities for a single account, the opportunity-Type should be Existing Business...
Account.Infosys----Opportunity1 is CISCO... TYPE----New Business
Account INfosys---Opportunity 2 is Ampro...TYPE---- eXISTING bUSINESS..
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Mahesh
If you're trying to do this with a simple Validation Rule you probably need to create a Rollup Summary field on the Account that counts the number of Opportunities and then gives an error if the correct type is not selected.