Problem with required products validation rule formula

Question

Hello Community -

I'd like to make products required on opportunites and when I activiate this formula, I can not convert leads to ops. Also if I include NOT(ISNEW)), the rule does not prompt me at any stage to add Products. Any ideas? Appreciate the help.

AND(

ISPICKVAL(StageName,"1st Meeting"),

ISPICKVAL(StageName,"2nd Meeting"),

ISPICKVAL(StageName,"Proposal"),

ISPICKVAL(StageName,"Negotiation"),

ISPICKVAL(StageName,"Legal"),

HasOpportunityLineItem = FALSE

)

Ankush Agarwal · Accepted Answer

Hi Matthew,

You may try with below formula:

AND(

OR(

ISPICKVAL(StageName,"1st Meeting"),

ISPICKVAL(StageName,"2nd Meeting"),

ISPICKVAL(StageName,"Proposal"),

ISPICKVAL(StageName,"Negotiation"),

ISPICKVAL(StageName,"Legal")

),

HasOpportunityLineItem = FALSE

)

Eric Praud · Answer

Hi Matthew,   2 options:   Uncheck "Require Validation for Converted Leads" in set up> Lead Settings. This may not be possible for you, in which case:   Create a checkbox (default to true) on Leads) and another one on Opportunity (default to false) and hide them from the page layouts. Map those 2 fields so when an opp is created from lead conversion, it is checked.   Now, change your validation rule to (I also shortened the formula): AND( NOT(Checkbox__c), CASE(StageName,"1st Meeting",1,"2nd Meeting",1,"Proposal",1,"Negotiation",1,"Legal",1,0)=1, NOT(HasOpportunityLineItem))

Problem with required products validation rule formula

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