today i have been working on a validation, i managed to get it to work after a few hours tinkering( i am new to creating validation rules/formulas) and i managed to get it to work below is what i did,
ISPICKVAL(Visit_Status__c, "Completed") && ISBLANK(Add_Account_Score__c)
What this does is on my event screen, when completed is selected from my visit status picklist, a field called add account score became mandatory, i was happy with the way this was working, but after showing my boss, she had changed the field in the live org to have the field account score as a picklist, so now i need to change the validation rule again, from the way it is above to now make another picklist mandatory instead of a text field,
i have tried tinkering round with various things, i even tried using a workflow/field update to get this to work but had no joy is their a simple way to make the picklist become mandatory if a picklist valuse is selected in another picklist, below is some of the validation rule i have tried;
ISPICKVAL(Visit_Status__c, "Completed") &&
AND(
ISPICKVAL(Account_Score__c, "Seriously At Risk") ,
ISPICKVAL(Account_Score__c, "At Risk"),
ISPICKVAL(Account_Score__c, "Comfortable"),
ISPICKVAL(Account_Score__c, "Entrenched") )
Any tips on how i can do with will be greatly appreciated, i am guessing there may be somthing simple to solve this but i am not too sure on validation rules yet
Thanks
James
15 réponses
James - Thanks for your note back. I have a love/hate relationship with Validation rules and am just learning them. So, this seems sooo simple and it's not working. Can you help? Please see below, I just want the Sales Rep to have to put a check mark in the check box field, "Budget Approved", before moving to the VOC/Commitment Stage in Opportunities. This is what I copied and pasted from the Validation Rule help and incorporated my own fields. If I only put TRUE or FALSE, it doesn't work either.
Thank you...I KNOW this must be so simple...AND (
OR (
ISPICKVAL(StageName, "VOC/Commitment"),
IF ( Budget_approved__c, TRUE, FALSE)
)) Error Message: The Budget Approved checkbox must be marked in order to move to the VOC/Commitment Stage.