Validation Rule for Closed Won

Question

Need to create a rule that requires users who update an opportunity to Closed Won to also be required to fill out several text area(255) fields regarding Implementation Details.

Not sure if this is possible or how to proceed, any help greatly appreciated. Screenshot attached. Any ideas?

James Garfield · Accepted Answer

Hey Brooks,

If you want to make sure all of the fields are filled in, use the following:

AND(

ISPICKVAL(StageName, "Closed Won"),

OR(

ISBLANK(Intial_Use_Cases__c),

ISBLANK(Existing_Systems_Collateral__c),

ISBLANK(Integration__c),

ISBLANK(Timeline__c))

If any of those fields are picklists, just insert the TEXT function in front of the field name...

ie. ISBLANK(TEXT(Timeline__c))

That should do it for you!

Best of luck!

Brooks Bruce · Answer

Thanks, James! I was working on some ideas when I saw your answer, worked like a charm.    Out of curiosity, this is what I was going to try. Would it have worked, too?   AND (   ISPICKVAL( StageName , "Closed Won"),   LEN(Initial_Use_Cases__c) = 0   LEN(Existing_systems_collateral__c) = 0   LEN(Integration__c) = 0   LEN(Timeline__c) = 0   )

Validation Rule for Closed Won

Data Management

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