Validation rule: when opportunity greater than 2500 and certain stage require competitor field

Question

I am trying to create a validation rule so that when an an opportunity greater than 2500 and is in stage of lost, closed lost, closed won, or 7. won requires competitor (picklist) field is required.

This is what I have but I am getting a syntax error

AND(

OR(

ISPICKVAL(StageName,"Lost"),

ISPICKVAL(StageName,"Closed Lost"),

ISPICKVAL(StageName,"Closed Won"),

ISPICKVAL(StageName, "7. Won")

),

Amount >= 2500,

ISBLANK(TEXT(Competitor__c))

)

Sunil Sarilla · Accepted Answer

Hi Jenny,

Your formula looks ok, just copy paste the below

or try using the insert field button and add each line of the formula

AND( 
OR( 
ISPICKVAL(StageName,"Lost"), 
ISPICKVAL(StageName,"Closed Lost"), 
ISPICKVAL(StageName,"Closed Won"),
ISPICKVAL(StageName,"7. Won") 
),
Amount >= 2500, 
ISBLANK(TEXT(Competitor__c)) 
)

Sunil Sarilla · Answer

or optimize the formula as below AND(  CASE(StageName, "Lost",1, "Closed Lost",1, "Closed Won",1, "7. Won",1, 0)=1, Amount >= 2500,  ISBLANK(TEXT(Competitor__c))  )

Validation rule: when opportunity greater than 2500 and certain stage require competitor field

Sales And Marketing

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