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Topics#Data ManagementDomanda di Jim .
Jim . (Paragon) ha fatto una domanda in #Data Management
4 set 2018, 13:54

i am trying to make adding a product mandatory on a Validation Rule

Hi,

 

I am trying to make adding a product to an Opportunity Mandatory using a validation rule based on Opportunity Stage and when the Type = New, i have the below which i cant get working, hoping someone can help ?

 

AND( 

 

OR( 

 

ISPICKVAL(StageName,"Quoting"), 

 

ISPICKVAL(StageName,"Negotiating"), 

 

ISPICKVAL(StageName,"Closed Won"), 

 

ISPICKVAL(StageName,"Sales Forecast"), 

 

ISPICKVAL(Type,"New"), 

 

HasOpportunityLineItem = FALSE 

 

))
7 risposte
  1. Christine Marshall (Salesforce Ben)
    4 set 2018, 14:44
    AND( 

     

    ISPICKVAL(Type,"New"), 

     

    HasOpportunityLineItem = FALSE,

     

    OR( 

     

    ISPICKVAL(StageName,"Quoting"), 

     

    ISPICKVAL(StageName,"Negotiating"), 

     

    ISPICKVAL(StageName,"Closed Won"), 

     

    ISPICKVAL(StageName,"Sales Forecast"))

     

    )

     

    This should only fire on one of the 4 stages listed above. So if it was set to Close Lost, for example, it shouldn't fire. 
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