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5 replies

Validation Rule help for Task Subject Field

I had originally wanted to change the Subject Field in the Task window to a drop down menu with some specific items to select from.

 

Per SF support this is a hard coded field and cannot have the type changed.

 

Basically what I would like to do is have a validation rule in place that restricts what can be typed/entered into the task field…i.e. if they do not enter one of the items from the picklist the record cannot be saved.

 

The picklist items currently in place are:

Call

Drop In

Meeting

Email

Proposal Requested

Proposal Received.

 

Is this something anyone can help with?

SOLVED
3 replies

Custom Validation Rule assistance

I am attempting to create a validation rule that specifies if a certain value is selected in the Opportunity Stage picklist field it forces the owner to enter the contract duration before they can save the record.
Any help would be greatly appreciated.
Below is what I put together based on other rules I have in place on but cannot get it to work:
AND(
(Probability >= 0.50),
ISNULL( Length_of_Contract__c ))
Message Edited by Local Edge on 04-08-2009 08:45 AM
6 replies

Validation rule to make date fields mandatory based on probability %

I had a rule in place that worked when I tested it but no longer has effect.
 
Basically if the sale probability is 50% or greater a Campaign Start & End date must be entered in order to save the recored.
 
Can anyone help?
SOLVED
2 replies

HELP with validation rule frustration

I am attempting to write a code that forces a user to enter info into a test field when a specific picklist value is selected. Where my frustration lies is that I have a basically identical rule for my Leads page that works fine and when I duplicated it into my Opportunites page it doesn't.
 
Code:
 
AND (  
 OR(
ISPICKVAL( StageName , "Closed Lost" )),
ISNULL( Closed_Lost_Reason__c )
)
 
 
I also tried this code to no avail:
 
Code:
and(
    ispickval(StageName , "Closed Lost")
   ,isnull(Closed_Lost_Reason__c)
)
Could someone please help?
0 replies

ScanR a good resource?

I am considering implementing the ScanR app for my group. Does anyone have any feedback on it?
SOLVED
6 replies

Assistance getting custom rule to work

I am trying to create a validation rule that specifies if a certain value is selected in one picklist field it forces the owner to make a picklist selection in another field before any changes can be saves.
 
Any help would be greatly appreciated.
 
Below is what I worked on but cannot get it to work: 
 
 
AND (
OR (
ISPICKVAL (  Current_SEM__c, "Yes") ) ,
ISPICKVAL (   SEM_TYPE__c, "Local" ),
ISPICKVAL ( SEM_TYPE__c, "Specter" ),
ISPICKVAL ( SEM_TYPE__c, "PYP Company" ),
ISPICKVAL ( SEM_TYPE__c, "Other Agency" ),
ISPICKVAL ( SEM_TYPE__c, "Do It Yourself" ),
ISPICKVAL ( SEM_TYPE__c, "Lead Aggregator" ),
ISPICKVAL ( SEM_TYPE__c, "Industry Specialists" )
)
5 replies

Validation Rule help for Task Subject Field

I had originally wanted to change the Subject Field in the Task window to a drop down menu with some specific items to select from.

 

Per SF support this is a hard coded field and cannot have the type changed.

 

Basically what I would like to do is have a validation rule in place that restricts what can be typed/entered into the task field…i.e. if they do not enter one of the items from the picklist the record cannot be saved.

 

The picklist items currently in place are:

Call

Drop In

Meeting

Email

Proposal Requested

Proposal Received.

 

Is this something anyone can help with?

SOLVED
3 replies

Custom Validation Rule assistance

I am attempting to create a validation rule that specifies if a certain value is selected in the Opportunity Stage picklist field it forces the owner to enter the contract duration before they can save the record.
Any help would be greatly appreciated.
Below is what I put together based on other rules I have in place on but cannot get it to work:
AND(
(Probability >= 0.50),
ISNULL( Length_of_Contract__c ))
Message Edited by Local Edge on 04-08-2009 08:45 AM
6 replies

Validation rule to make date fields mandatory based on probability %

I had a rule in place that worked when I tested it but no longer has effect.
 
Basically if the sale probability is 50% or greater a Campaign Start & End date must be entered in order to save the recored.
 
Can anyone help?
SOLVED
2 replies

HELP with validation rule frustration

I am attempting to write a code that forces a user to enter info into a test field when a specific picklist value is selected. Where my frustration lies is that I have a basically identical rule for my Leads page that works fine and when I duplicated it into my Opportunites page it doesn't.
 
Code:
 
AND (  
 OR(
ISPICKVAL( StageName , "Closed Lost" )),
ISNULL( Closed_Lost_Reason__c )
)
 
 
I also tried this code to no avail:
 
Code:
and(
    ispickval(StageName , "Closed Lost")
   ,isnull(Closed_Lost_Reason__c)
)
Could someone please help?
SOLVED
6 replies

Assistance getting custom rule to work

I am trying to create a validation rule that specifies if a certain value is selected in one picklist field it forces the owner to make a picklist selection in another field before any changes can be saves.
 
Any help would be greatly appreciated.
 
Below is what I worked on but cannot get it to work: 
 
 
AND (
OR (
ISPICKVAL (  Current_SEM__c, "Yes") ) ,
ISPICKVAL (   SEM_TYPE__c, "Local" ),
ISPICKVAL ( SEM_TYPE__c, "Specter" ),
ISPICKVAL ( SEM_TYPE__c, "PYP Company" ),
ISPICKVAL ( SEM_TYPE__c, "Other Agency" ),
ISPICKVAL ( SEM_TYPE__c, "Do It Yourself" ),
ISPICKVAL ( SEM_TYPE__c, "Lead Aggregator" ),
ISPICKVAL ( SEM_TYPE__c, "Industry Specialists" )
)