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jisaacjisaac 

help with Numerical field required when the opportunity reaches one of 10 stages

I am trying to make a numerical field required when an opportunity reaches one of 10 stages but I keep getting a Syntax error saying that it is missing a closing parentheses somewhere.

 

Can someone point out how to correct this?

 

Thanks so much!

 

Jane

 

 

AND(
(ISNULL(Overall_TCV_Discount__c )),
(IF
(OR
(ISPICKVAL(StageName, "4. Proposal Submitted"),
(ISPICKVAL(StageName, "5. On-site presentations/demos"),
(ISPICKVAL(StageName, "6. Reference/OSI Corporate site visits"),
(ISPICKVAL(StageName, "7. Business Issues/Terms resolved"),
(ISPICKVAL(StageName, "8. Committee recommends OSI resolved"), (ISPICKVAL(StageName, "9. Contractual Issues / Terms"),
(ISPICKVAL(StageName, "10. Decision maker verbal approval set"), (ISPICKVAL(StageName, "11. All approvals recvd/close date"),
(ISPICKVAL(StageName, "12. Signed Contract Recvd"),
(ISPICKVAL(StageName, "13. Closed Won")
)
 )
   )
 
 
 


Best Answer chosen by Admin (Salesforce Developers) 
JorgeSFDCJorgeSFDC
OR(
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "4. Proposal Submitted")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "5. On-site presentations/demos")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "6. Reference/OSI Corporate site visits")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "7. Business Issues/Terms resolved")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "8. Committee recommends OSI")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "9. Contractual Issues / Terms resolved")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "10. Decision maker verbal approval set")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "11. All approvals recvd/close date")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "12. Signed Contract Recvd")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "13. Closed Won")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "14. Closed Lost"))
)
Maybe just a syntax issue, I moved the closed brackets inside the commas.


All Answers
JorgeSFDCJorgeSFDC
Might not be pretty or the most efficient, but I usually split up each pick value with OR statements.
 
So I'd look like this:
 
AND(ISNULLxxxx,ISPICKVALxxx)
 
OR( 
 
AND(ISNULLxxxx,ISPICKVALxxx1)
 
OR(
 
AND(ISNULLxxxx,ISPICKVALxxx2)
 
Hope this helps.
 
J 
 


jisaacjisaac
I tried but am now getting a Syntax error saying "extra OR"
 
Here's it with just 2 stages:
 
 
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(STAGENAME, "4. Proposal Submitted"))
OR(
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(STAGENAME, "5. On-site presentations/demos"))
 
 
 


JorgeSFDCJorgeSFDC
Try this:
 
OR( 

 

 AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(STAGENAME, "4. Proposal Submitted")), 

 

AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(STAGENAME, "5. On-site presentations/demos")), 

 
 
) 



jisaacjisaac
OK, well, I got the formula accepted, but it is not triggering the rule. I tested it and got no error message.
 
Here's the formula now:
 
OR(
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "4. Proposal Submitted"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "5. On-site presentations/demos"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "6. Reference/OSI Corporate site visits"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "7. Business Issues/Terms resolved"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "8. Committee recommends OSI"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "9. Contractual Issues / Terms resolved"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "10. Decision maker verbal approval set"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "11. All approvals recvd/close date"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "12. Signed Contract Recvd"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "13. Closed Won"),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "14. Closed Lost")
)
)
)
)
)
)
)
)
)
)
)
)
 
 
 
Message Edited by jisaac on  07-06-2009 08:19 AM


JorgeSFDCJorgeSFDC
OR(
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "4. Proposal Submitted")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "5. On-site presentations/demos")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "6. Reference/OSI Corporate site visits")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "7. Business Issues/Terms resolved")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "8. Committee recommends OSI")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "9. Contractual Issues / Terms resolved")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "10. Decision maker verbal approval set")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "11. All approvals recvd/close date")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "12. Signed Contract Recvd")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "13. Closed Won")),
AND(ISNULL(Overall_TCV_Discount__c),ISPICKVAL(StageName, "14. Closed Lost"))
)
Maybe just a syntax issue, I moved the closed brackets inside the commas.
This was selected as the best answer
jisaacjisaac
Jorge,
 
Thanks so much - that did it!
 
Jane