You need to sign in to do that
Don't have an account?
rumdumdum
Lookup Problem
Hi All,
Trying to create a validation rule for tasks.
I have a picklist field called Type that has multiple values and another field called Name that is a lookup for accounts.
The rules is for users when they select Type picklist value "Sales Meeting Call", Name has to be filled with a lookup.
But when I'm creating the rule, in the Insert Field option the lookup field is not visible?
Thanks,
Richard
Hi Richard,
When you are on the create validation rule screen, try using:
Task -> Contact/Lead ID -> WhoId ("Name" field on the create Task screen)
Task -> Opportunity/Account ID -> WhatId ("Related To" field on the create Task screen)