I want the rule to trigger for all accounts with a Status of Accounting Service = Active Client and a date populated in Annual Data Validation Completed box.
But I only want it to trigger for the clients defined above if any of the following fields meet the specified criteria.
-Accountant_c is blank
-Accounting_Manager_c is blank
-Entity_Type_c is blank
-Accounting_Service_Data_Completed = FALSE
I don't know what I am missing, but I can't get it to trigger.
AND(
Status_of_Accounting_Service__c ="Active Client",
NOT(ISBLANK(Annual_Data_Validation_Completed__c ))
,
OR(
isblank(Accountant__c) ,
isblank(Accounting_Manager__c),
isblank(TEXT(Entity_Type__c )),
Accounting_Service_Data_Completed__c='FALSE'
)
)
11 Antworten
The 'c' in client is small :-) AND(
Status_of_Accounting_Service__c ="Active client",
NOT(ISBLANK(Annual_Data_Validation_Completed__c )) ,
OR(
isblank(Accountant__c) ,
isblank(Accounting_Manager__c),
isblank(TEXT(Entity_Type__c )),
Accounting_Service_Data_Completed__c='FALSE'
)
)
