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We have a % field on a custom object. The custom object has a required field "Account". I'm looking to have a validation rule to prevent users from being able to enter records in this custom object for the same related account where the sum of the % field is > 100%.

 

For example, Account "X" has one associated record in the custom object with a % value = 75%. If a user tries to add another record in this object for Account "X" with a % value > 25% they should receive an error.

 

Any help would be greatly appreciated.
9 answers
  1. Jul 25, 2013, 6:54 PM
    You need to put it on the Parent object just use: Sum_of_Percentage_of_Rev__c >1.00  and you should be ready to Rock'n Roll
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