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The formula from the AND(OR(  to the end works perfectly for ALL opportunities but I need to update this to trigger based on only two opportunity record types.  

 

 

What did I do wrong when adding the IF(OR( statement to account for the two record types ID's?

 

 

 

 IF(OR(RecordTypeId= "012i00000011juD")," RecordTypeId  = "012i00000011juh"),

AND (OR(

ISBLANK( Project_Overview__c ),

 

ISBLANK( Proposed_Solution__c),

 

ISBLANK( Anticipated_Client_Benefits__c )),

ISPICKVAL(StageName, "Welcome Kit/Kick-Off Completed")

)

2 件の回答
  1. 2014年8月25日 16:58
    You actually don't need an IF and rather try this:

     

    AND(

    OR(

    RecordTypeId = "012i00000011juD",

    RecordTypeId = "012i00000011juh"

    ),

    OR(

    ISBLANK(Project_Overview__c),

    ISBLANK(Proposed_Solution__c),

    ISBLANK(Anticipated_Client_Benefits__c)

    ),

    ISPICKVAL(StageName, "Welcome Kit/Kick-Off Completed")

    )

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