In salesforce under app setup ---> activities ---> task fields, in the tasks standard fields section in the related to field the field name is "what". i am trying to create a validation rule using this field name so that i can include this in my formula, i tried using the ISPICVAL but with this being a lookup field i am wondering what is the equivelent to ISPICKVAL for a lookup field, i have included below my formula but it is incorrect as the field i want to include is a look up field not a picklist
AND(
ISPICKVAL(Visit_Type__c,"New Prospect"),
ISPICKVAL(Visit_Type__c,"Existing Prospect"),
ISPICKVAL(Visit_Type__c,"Trading Client"),
ISPICKVAL(Visit_Type__c,"Client Upsell"),
ISPICKVAL(Visit_Type__c,"Conference Call")
&&
AND(
ISPICKVAL(What, " ")))
what would i use as The values for a lookup field, I tried using "VLOOKUP" but couldnt get it to work and was also unsure if it was correct. is this a simple thing to solve that i am not doing right because i am a bit of a noobie?
i am only asking here guys because i have not heard back off saleforce support yet and it has been nearly 2 weeks, any help would be great guys
Thanks
James
2 件の回答
Thanks a lot my friend this makes sence, i had a convosation about this with someone else, and this clears up what he was saying, i didnt really understand at the time but your comment has made me make a link between what we was talking about and what i am trying to do, as soon as i get a chance to try this i will repost my findings
Thanks again
James
