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Chandra Sekaran How to exclude the master opportunity in Validation rule?
Hi,
I need to check the status of opportunities except the master opportunities.
How can we identify the master opportunities in validate rule.Could you please provide sample validation rule for excluding master opportunities.
Thanks in Advance.
Thanks.
Chandra
I need to check the status of opportunities except the master opportunities.
How can we identify the master opportunities in validate rule.Could you please provide sample validation rule for excluding master opportunities.
Thanks in Advance.
Thanks.
Chandra
How are you tracking whether or not an Opportunity is a master opportunity? Through a lookup relationship or a record type probably? If so, it's just a matter of adding criteria to your validation rule. E.g. if it's the a lookup relationship you could do something like:
Or if it's a record type, you could do something like
Keep in mind that a validation rule returns TRUE for the ERROR condition.
Hope that helps.
All Answers
How are you tracking whether or not an Opportunity is a master opportunity? Through a lookup relationship or a record type probably? If so, it's just a matter of adding criteria to your validation rule. E.g. if it's the a lookup relationship you could do something like:
Or if it's a record type, you could do something like
Keep in mind that a validation rule returns TRUE for the ERROR condition.
Hope that helps.