I'm trying to write a formula to require a field based on 2 other fields, both of which are picklists. Basically the idea is this:
If Opportunity Stage equals [Closed Won] and Opportunity Channel does NOT equal [Partner C], then [Onboarding Point of Contact] is REQUIRED.
So far I have:
AND(ISPICKVAL(StageName, "Closed Won"),
ISBLANK( Onboarding_Point_of_Contact__c )
but I can't figure out how to work in the Opportunity Channel bit. I don't think it would be a situation in which I use CASE() but I'm not sure.
2 Antworten
Hi Victoria Hood,
Please try the below VR:
AND(
ISBLANK( Onboarding_Point_of_Contact__c ),
ISPICKVAL(StageName,"Closed Won"),
NOT(ISPICKVAL(Opportunity_Channel__c,"Partner C"))
)
Thanks,
Maharajan.C