Validation rule clarification

Question

Hi

I have created the below validation rule, however the error is still firing on the field. Is there something not right on the rule?

Thanks

AND(

Request_for_an_SA__c = TRUE,

ISBLANK( SA_Signatory__c ),

OR(

RecordType.Id = "01224000000ENsM",

RecordType.Id = "012b0000000DjUB",

OR(

TEXT( Sales_Stage__c )="Proposal",TEXT( Sales_Stage__c )="Ops Compliance Check",TEXT( Sales_Stage__c )="Scoping",TEXT( Sales_Stage__c )="Negotiate",

AND(

DATEVALUE( CreatedDate ) > DATE(2015, 10, 01)

)

)))

Sunil Sarilla · Accepted Answer

Hi,

Please try the below

AND( 
Request_for_an_SA__c = TRUE, 
ISBLANK( SA_Signatory__c ), 
OR( 
RecordType.Id = "01224000000ENsM", 
RecordType.Id = "012b0000000DjUB"
),
OR( 
TEXT( Sales_Stage__c )="Proposal",
TEXT( Sales_Stage__c )="Ops Compliance Check",
TEXT( Sales_Stage__c )="Scoping",
TEXT( Sales_Stage__c )="Negotiate"
),
DATEVALUE( CreatedDate ) > DATE(2015, 10, 01) 
)

Steve Molis · Answer

+1 Sunil,   If you're evaluation the same field for different values you can simplify things using a CASE function like this:     AND(  Request_for_an_SA__c = TRUE,  ISBLANK( SA_Signatory__c ),  CASE(RecordType.Id, 	"01224000000ENsM", 1, 	"012b0000000DjUB", 1,  	0) = 1 , CASE(Sales_Stage__c, 	"Proposal", 1, 	"Ops Compliance Check", 1, 	"Scoping", 1, 	"Negotiate" 1, 	0) = 1, DATEVALUE( CreatedDate ) > DATE(2015, 10, 01)  )

Validation rule clarification

Data Management

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