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Keshav Bisht 님이 #Data Management에 질문했습니다
I need to create a Validation rule on Opportunity which should prevent an Opportunity status from being set to "Closed" if there is an associated Project with status="active"

 

One opprotuniyty may have multiple project associated in the realated list.

 

How would I create this validation?
답변 2개
  1. 2011년 5월 7일 오전 12:21
    What is the relationship between the two objects?  i.e. how does a Project show up on the Opportunity?  Does it show up in a Related List under the Opp Detail section?  Or does it show up in a Lookup field on the Opp Detail section?

     

    If it shows up in the Related List section, you'd have to have Projects as a Master/Detail Relationship in order to use Roll-up Summary fields on the Opportunity.  If it isn't Master/Detail, you might be looking at Apex code to make this work.

     

    If it shows up as a Lookup field on the Opportunity Detail, you should be able to create a validation rule that looks through that Lookup to the Project record where you can compare the Status of the Project with the Status of the Opp.
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