• Liz Dwan
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  • Member since 2015

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Need the rule to require the text and value when stage is 'Qualified out'. Rule is only applying to Reason and not notes.
AND( 
(TEXT(StageName) = "Qualified Out"), 
(ISBLANK(TEXT(Qualified_Out_Reason__c))), 
ISBLANK( VALUE(Qualified_Out_Notes__c ) 
))

Any help apreciated. Thanks
Hi,
I am looking to create a rule to ensure a field (checkbox) is ticked before a user is allowed to progress to higher opportunity stages

Or a rule to ensure a file is attached to an opportunity before progressing to higher opportunity stages. 

Thanks
Need the rule to require the text and value when stage is 'Qualified out'. Rule is only applying to Reason and not notes.
AND( 
(TEXT(StageName) = "Qualified Out"), 
(ISBLANK(TEXT(Qualified_Out_Reason__c))), 
ISBLANK( VALUE(Qualified_Out_Notes__c ) 
))

Any help apreciated. Thanks
Hi,
I am looking to create a rule to ensure a field (checkbox) is ticked before a user is allowed to progress to higher opportunity stages

Or a rule to ensure a file is attached to an opportunity before progressing to higher opportunity stages. 

Thanks