I'm trying to create a validation rules for opportunities, but I'm having some problems getting it done. In order for a sales rep to be able to close an opportunity as won, I want that two fields are completed, which are picklists. If they are blank, no option has been selected, then the user can't close the opportunity.
I've been able to create rules in the past, but using ISBLANK, not ISPICKVALUE, and can't seem to work it out. Any help would be greatly appreciated, and if there's any doubt with what I'm asking, let me know.
Thanks a lot!
4 answers
Hi Joaquin, Please try the below
AND(
TEXT(StageName) = 'Closed Won',
OR(
ISBLANK(TEXT(Picklist_Field1__c)),
ISBLANK(TEXT(Picklist_Field2__c))
)
)
As an altrernative I would recommned you to use Dependent picklist fields from a better User Experience perspective
Create Field Dependency between Stage and Picklist field 1
Create a 2nd field dependecy between Stage and Picklist field 2
Create a Field dependecy Matrix such that values under the Picklist1 and 2 are only included when the Stage is Closed Won and make both the picklist fields required through pagelayout.
