Skip to main content
James Rogers (Yodel) a posé une question dans #Data Management
Hi Guys,

 

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
  1. 18 oct. 2011, 05:22
    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.
0/9000