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Local EdgeLocal Edge 

Validation rule to make date fields mandatory based on probability %

I had a rule in place that worked when I tested it but no longer has effect.
 
Basically if the sale probability is 50% or greater a Campaign Start & End date must be entered in order to save the recored.
 
Can anyone help?
Steve :-/Steve :-/
Can you cut&paste the code from your validation routine so I can take a look at it?
Local EdgeLocal Edge

Here is the original:

AND (
OR (
ISPICKVAL( StageName , "2nd Presentation Needed"),
ISPICKVAL( StageName , "Evaluating Proposal"),
ISPICKVAL( StageName , "Building Consensus"),
ISPICKVAL( StageName , "Verbal Acceptance"),
ISPICKVAL( StageName , "Negotiating Terms")),
ISNULL( Campaign_End_Date__c )
)

 

Each of this picklist values are tied to a %. If it is easier the rule could just be tied to the #%.
Steve :-/Steve :-/
To start I would simplify and swap

Probability > 0.50

for your ISPICKVAL(StageName) criteria
Steve :-/Steve :-/
Code:
AND(
(Probability >= 0.50),
ISNULL( Campaign_End_Date__c ))

 



Message Edited by Stevemo on 01-14-2009 10:39 AM
Local EdgeLocal Edge
Thanks it worked great.
Steve :-/Steve :-/
No problem...  of course now you owe me one ;-)


http://ideas.salesforce.com/article/show/10094770/Service_Interruption_Alerts_for_Salesforce_Admins
http://ideas.salesforce.com/article/show/10094770/Service_Interruption_Alerts_for_Salesforce_Admins