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Validating whether field is empty
My problem is this.
On opportunities I do not want our salespeople to be able to move the stage field to “close/lost “ unless they have filled out a field that identifies which competitior got the sale.
To identify that we have lost the sale in the stage field I am using the ISPICKVAL(StageName, "Lost ") and then I also need to validate that a custom field (lookup on which competitor) is not empty. Eg. they need to fill this field if stage moves to "lost".
Can anyone tell me how I can do this?
On opportunities I do not want our salespeople to be able to move the stage field to “close/lost “ unless they have filled out a field that identifies which competitior got the sale.
To identify that we have lost the sale in the stage field I am using the ISPICKVAL(StageName, "Lost ") and then I also need to validate that a custom field (lookup on which competitor) is not empty. Eg. they need to fill this field if stage moves to "lost".
Can anyone tell me how I can do this?
All Answers
Have you tried the len() function? It returns the length of text in a field, so you could add a condition like
When one of our reps marks a deal as Closed Lost, the field Reason Lost becomes required and they have to pick why. We have a different set of reasons in the picklist if the rep chooses Closed Dropped. Since this field is dependent on the stage, it only appears required when the relevant stage is selected.
We also have a list field called Winning Competitor as a dependent dropdown to indicate who did win the deal.
But that only works if you are using picklists. If you are letting them free-form their answers, Jakester's LEN validation rule works perfectly.
I am trying to do the exact same thing, but mine doesn't seem to work! Can you tell me if there is something wrong in my validation rule:
Basically, I want to make sure if someone chooses the "lead source" dropdown as conference, then they have to fill out what the conference was, which is a lookup field.