You need to sign in to do that
Don't have an account?

Write a Trigger Validation Rule for SE Approvals on Custom Object
Ok I am wondering if the following is best to do with a trigger or a validation rule.
I have a custom object called "SE Approvals" that is a master detail relationship to the opportunity. It contains the fields:
Fields on SE Approvals Object
SE Approvals Object Fields
Manufacturer - Picklist Field
Quote Number - Long Text Area Field
SE Approval Date Field - Date/Time Field
What we would like is for the validation rule or trigger to happen when any of the fields above are blank and the opportunity is being changed to one of the following stages and one of these transacation types:
Opportunity Object Stage Fields
Closed Won
Closed & Shipped
Closed & Booked
Closed and Recurring
Closed & Recurring
Opportunity Transaction type fields
IIS (Buy/Sell)
IIS (Professional Services)
IFS/IIS (Lease Deal with Supply
IFS/IIS (Lease Deal with Supply and Rebill
Is it possible to tweak the rule above?
I have a custom object called "SE Approvals" that is a master detail relationship to the opportunity. It contains the fields:
Fields on SE Approvals Object
SE Approvals Object Fields
Manufacturer - Picklist Field
Quote Number - Long Text Area Field
SE Approval Date Field - Date/Time Field
What we would like is for the validation rule or trigger to happen when any of the fields above are blank and the opportunity is being changed to one of the following stages and one of these transacation types:
Opportunity Object Stage Fields
Closed Won
Closed & Shipped
Closed & Booked
Closed and Recurring
Closed & Recurring
Opportunity Transaction type fields
IIS (Buy/Sell)
IIS (Professional Services)
IFS/IIS (Lease Deal with Supply
IFS/IIS (Lease Deal with Supply and Rebill
Is it possible to tweak the rule above?
Thanks.