Skip to main content
Phil Witzmann ha fatto una domanda in #Formulas
Hi,

I would like to improve my fields in my leads layout, but I'm having problems in doing something.

By default, at the moment you can't change email and phone.

Is it possible to create a formula or validation rule that if I have the email but not the phone I can change the phone, and if I have the phone but not the email I can change the email?

Thank you
1 risposta
  1. 4 dic 2015, 03:16
    You could create a validation rule that would fire if the following formula evaluates

     

    NOT(

    AND(

    NOT(ISNEW()),

    OR(

    AND(

    ISCHANGED(Phone),

    ISBLANK(PRIORVALUE(Phone)),

    NOT(ISCHANGED(Email)),

    NOT(ISBLANK(PRIORVALUE(Email)))

    ),

    AND(

    ISCHANGED(Email),

    ISBLANK(PRIORVALUE(Email)),

    NOT(ISCHANGED(Phone)),

    NOT(ISBLANK(PRIORVALUE(Phone)))

    )

    )

    )

    )

    This works for the little bit of testing I did but I would make sure to test it a bunch before pushing it to production
0/9000