We have a use case where BEFORE an Opportunity can be created from the Account, that 3 fields need to be completed or you can't create the Opportunity.
I have the Validation Rule created HOWEVER, record type is not set until AFTER that opportunity is created. How can I modify the VR to work if that is the case?
If if ALL 3 fields are completed, the VR kicks off and does not allow the Opportunity to be created.
**ALSO - Need to add that if User is System Admin, they BYPASS these**
I would write it like this
AND(
$Profile.Name <> 'System Administrator',
ISNEW(),
RecordType.Name = 'Material Bank',
OR(
ISBLANK(TEXT(Account.MB_NA_Sales_Grouping__c)),
ISBLANK(TEXT(Account.Manufacturer_PRIMARY_Material_Category__c)),
ISBLANK(TEXT(Account.Segment_Verified_By__c))
)
)
