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Topics#Data ManagementKim McPeek の質問
Kim McPeek (TRAK TECOM) が「#Data Management」で質問
2025年1月13日 23:43

Prevent Opportunity Approval if a picklist field = "no"

I have a custom field on the opportunity "Do you agree with the revenue type" and I want to prevent the user from approving the opportunity if that (Yes/No) picklist field is "no" OR "blank" 

 

Any assistance is very much appreciated

3 件の回答
  1. Kim McPeek (TRAK TECOM)
    2025年1月14日 15:56

    Thank you for your time and you are correct I am trying to prevent the user from being able to submit the opp for approval IF they have not answered the "do you agree with the Revenue type".  Please note that there some other criteria that need to be met in 1 of 5 ways - therefore I think i need to use an AND/OR formula.  I tried the formula below but i cant get it to work properly.

     

    Any assistance is much appreciated 

     

    AND( TEXT( Do_you_agree_w_recommended_revenue_type__c) = "YES"),

     

    OR(

    TEXT(Contract_Review__r.Approval_Range__c) =  "Standard Products, COTS, Legacy (< $100K)",

    TEXT(Contract_Review__r.Approval_Range__c) =  "Standard Products, COTS, Legacy (> $100K or out of prod for 2yrs)",

    TEXT(Contract_Review__r.Approval_Range__c) = "Standard Products, COTS, Legacy (> $1M)",

    TEXT(Contract_Review__r.Approval_Range__c) = "Development/NRE (< $750,000)",

    TEXT(Contract_Review__r.Approval_Range__c) = "Development/NRE (> $750,000)"

    )

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