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Hello, I'm working with a non-profit and we plan to have a picklist field with the following clinician availability statuses: Available, Not available currently,  Inactive- Do not use again, Inactive- Open to seeing patients in the future. If "Inactive- Do not use again" is selected we want to force the user to provide an explanation for why that therapist is not to be used again. How do I go about setting this up?! Validation rules? I'm stuck. Thanks in advance!

 

#Sales Cloud  #Nonprofit

3 respostas
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    12 de ago. de 2021, 17:50

    Absolutely - validation rules.

     

    Something like this:

     

    AND(

    ISPICKVAL(Status, "Inactive - Do not use again"),

    ISBLANK(explanation field here)

    )

     

    Make sure you use the insert field function to put in the status and explanation fields.

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