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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
  1. 9. Aug. 2022, 17:43

    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

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