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Topics#Data ManagementDomanda di Seb Santa
Seb Santa (Simplii CRM) ha fatto una domanda in #Data Management
19 giu 2020, 19:13

Validation Rule: Make Opportunity Picklist selection mandatory ONLY when a specified Opportunity Product is added to a quote

I am trying to find a way to make an Opportunity Picklist selection mandatory ONLY when a certain type of Opportunity Product is added to the Opportunitie's quote.

 

I have created a roll-up summary count field that successfully counts the Opportunity Product.  But whenever I create a validation rule for the Opportunity I run into trouble.  Once the validation rule has been created with the logic "Opportunity_Product_Count > 0" if I try to save a quote with that product, it throws a calculation error that means it can't be done until a picklist value is selected, but it is such a generic "coding" error users would get confused and have no idea what to change. 

 

 Is there another way to accomplish this, or is this just not possible? 
3 risposte
  1. Krishna Thatipamula (Aptimized LLC)
    19 giu 2020, 19:23
    AND(

     

    ISCHANGED(Stage),

     

    Opportunity_Product_Count __c <= 0 

     

    )

     

    Check this.
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