You need to sign in to do that
Don't have an account?
Marypearl Parnell
Creating a validation rule based on a picklist field value
I'm looking for a way to create a validation rule on a particular picklist field value. It's looking more like I'll need a trigger for this particular request, and I'm not the best when it comes to writing triggers or classes.
Seeing as I'm the only Salesforce developer on site, I'm hoping for assistance in this task.
Here's how the rule goes:
For the Asset ID custom object, on only the Geotab record type, if the field Activation Status equals 'Complete', then the following fields are required:
MyAdmin Activation Date <> Blank
MyAdmin Plan <> Blank
Geotab Billing <> Blank
Customer Type <> Blank
Service Plan <> Blank
Primary Billing Party <> Blank
JDE Service Account <> Blank
Billing Start Date <> Blank
Recurring Revenue <> Blank
Seeing as I'm the only Salesforce developer on site, I'm hoping for assistance in this task.
Here's how the rule goes:
For the Asset ID custom object, on only the Geotab record type, if the field Activation Status equals 'Complete', then the following fields are required:
MyAdmin Activation Date <> Blank
MyAdmin Plan <> Blank
Geotab Billing <> Blank
Customer Type <> Blank
Service Plan <> Blank
Primary Billing Party <> Blank
JDE Service Account <> Blank
Billing Start Date <> Blank
Recurring Revenue <> Blank
AND($RecordType.Name = "RecordID Name",
TEXT(ActivationStatus) = 'Complete',
ISBLANK(MyAdmin Plan),
ISBLANK(MyAdmin Activation Date)
)
AND($RecordType.Name = "RecordID Name",
TEXT(ActivationStatus) = 'Complete',
TEXT(MyAdmin Plan)='',
TEXT(MyAdmin Activation Date)=''
)
Please send me a screenshot of the editor page if this still does not work.
Thanks so much for your help Prasun.