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Hi All - this one should be easy but I'm stuck.

I need a validation rule on Lead Status that whenever someone downgrades to a particular Status, they must  choose a Reason.

Below is what I have written to say if the Status is "ML" and Reason is blank and prior status is MQL, SQL, SQL Discovery or SQL Engaged, then the user must select a Reason but it's not working. :(

AND( 

ISPICKVAL(Status, "ML"), 

ISBLANK(Reason_Disqualified__c), 

CASE(PRIORVALUE(Status), 

"MQL", 1, 

"SQL", 1, 

"SQL Discovery", 1, 

"SQL Engaged", 1, 

0) = 0 

)
8 respostas
  1. 1 de nov. de 2018, 17:47
    OK I figured this out. This is what works:

    ISPICKVAL(Status, "ML") 

    && 

    TEXT(Reason_Downgraded__c) = "" 

    && 

    (CASE(PRIORVALUE(Status), 

    "MQL", 1, 

    "SQL", 1, 

    "SQL Discovery", 1, 

    "SQL Engaged", 1, 

    0) = 1)
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