Skip to main content
Hello

 

can you please help me to write a validation formula.

 

If an opportunity is set to the stage(s) "Closed Lost" or "Closed - Split off in other opp." and the text field "Last_Activity_Saver__c" is not containing either the word "lost" or "Lost", it should trigger error and block user from putting oppty to close lost or split off...

 

thanks for your quick help,

 

Philipp
9 Antworten
  1. 9. Apr. 2018, 18:06
    Hi Philipp,

     

    Please try the below

    AND(

    CASE(StageName,

    'Closed Lost',1,

    'Closed - Split off in other opp.',1,

    0)=1,

    OR(

    ISBLANK(Last_Activity_Saver__c),

    AND(

    NOT(CONTAINS(LOWER(Last_Activity_Saver__c),'lost')),

    NOT(CONTAINS(LOWER(Last_Activity_Saver__c),'split off'))

    )

    )

    )

    Please make sure any text with in the quotes (StageNames) match as exactly as how its saved in the system

0/9000