Skip to main content
Topics#Data ManagementQuestion de Jim Bustamonte
Jim Bustamonte (ADP) a posé une question dans #Data Management
9 mars 2015, 17:36

I created a validation rule (recordid+profileid), for certain criteria to require a response, but it doesn't not work. Any idea?

I have created the below criteria, but when the Profile+Record Type + Lead Source and Stage are selected it will not require a response. I am a bit lost, any ideas?

 

AND(

 

OR(

 

$RecordType.Name="ES RES Opportunity Record Type",

 

$RecordType.Name="ES TSR Opportunity Record Type"),

 

AND(

 

$Profile.Id="00e40000000jtCQ",

 

$Profile.Id="00e40000001BTwS",

 

$Profile.Id="00e40000000jtCV",

 

$Profile.Id="00e40000001BTwI",

 

$Profile.Id="00e40000001BU94",

 

$Profile.Id="00e40000000jtCa",

 

$Profile.Id="00e40000001BTgi",

 

$Profile.Id="00e40000001BTwN"),

 

AND(

 

TEXT(Lead_Source_New__c)<>"Sales Internal Referral"),

 

AND(

 

TEXT(StageName)<>"Gained Access",

 

TEXT(StageName)<>"Executive Overview Scheduled",

 

ISBLANK(TEXT(NAS_Partner_Opportunity__c ))))
4 réponses
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    9 mars 2015, 18:14

    Gotcha! This is the one then - 

    AND(
        OR(
            $RecordType.Name = "ES RES Opportunity Record Type",
            $RecordType.Name = "ES TSR Opportunity Record Type"
        ),
        OR(
            $Profile.Id = "00e40000000jtCQ",
            $Profile.Id = "00e40000001BTwS",
            $Profile.Id = "00e40000000jtCV",
            $Profile.Id = "00e40000001BTwI",
            $Profile.Id = "00e40000001BU94",
            $Profile.Id = "00e40000000jtCa",
            $Profile.Id = "00e40000001BTgi",
            $Profile.Id = "00e40000001BTwN"
        ),
        TEXT(StageName) <> "Gained Access",
        TEXT(StageName) <> "Executive Overview Scheduled",
        TEXT(Lead_Source_New__c) <> "Sales Internal Referral",
        ISBLANK(TEXT(NAS_Partner_Opportunity__c))
    )
Rédiger une réponse...
0/9000