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lil_rangerlil_ranger 

Help with rule

IF( 
NOT(ISBLANK(Contact_1__c)), 
ISBLANK(Text(Welcome_Letter_Email_Template_1__c)), 
AND( 
ISPICKVAL(Type, "Integration Oppty Net New Partner"), 
ISPICKVAL(StageName, "Closed Won")
))

My rule isn't working as intended.  I tried testing it out, by putting in a name in the contact_1__c field, and nothing in the welcome letter template field, the stagename is suspect and I'm recieving an error to select a welcome letter template.  I don't want this rule to take effect until the stagename is closed won.

 

Any help would be greatly appreciated.

Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/
AND( 
NOT(ISBLANK(Contact_1__c)), 
ISBLANK(Text(Welcome_Letter_Email_Template_1__c)), 
TEXT(Type) = "Integration Oppty Net New Partner", 
IsWon = TRUE)

 

All Answers

Steve :-/Steve :-/

What are the datatypes and values of each field in the VR?
matermortsmatermorts

I'm not quite sure I understand what your validation rule is trying to evaluate. If you're evaluating Contact_1__c and Welcome_Letter_Email_Template_1__c, along with Type and Stage, all of it will need to be inside the AND
Steve :-/Steve :-/
AND( 
NOT(ISBLANK(Contact_1__c)), 
ISBLANK(Text(Welcome_Letter_Email_Template_1__c)), 
TEXT(Type) = "Integration Oppty Net New Partner", 
IsWon = TRUE)

 

This was selected as the best answer
Steve :-/Steve :-/

Are you all set with this or do you still need help?
lil_rangerlil_ranger

Yes, I'm good to go.  Thank you all your help!!