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Hi,

I have this opportunity VR that is working as expected for NEW opportunities so we're good with that piece...;

AND(ISNEW(), TODAY() > DATE(2021,08,28), ISPICKVAL( Type ,'No Contract/Upsell'), ISBLANK(TEXT(NC_U_Reason__c)))

But the intent was also to require NC_U_Reason__c when an existing Opportunity is EDITED as well, AS LONG AS the Created date was after 8/28/21.

Is this possible to do both in the same rule? Can you help with the update to this rule to do both? 

Thanks!

 
1 risposta
  1. 8 set 2021, 13:44
    Hi Smith,

    We can update the same  validation rule as below

     

    IF(ISNEW(), AND( TODAY() > DATE(2021,08,28), ISPICKVAL( Type ,'No Contract/Upsell'),

    ISBLANK(TEXT(NC_U_Reason__c))), AND ( DATEVALUE(CreatedDate) > DATE(2021,08,28),ISBLANK(TEXT(NC_U_Reason__c) )))

    If this solution helps, Please mark it as best answer.

    Thanks
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