In my custom Object Settlements__c, I have a field Asset_Manager_Client__c which is a lookup field to Contacts object. I also have another field Account__c which is a lookup field to the Accounts object.
I currently have the validation rule below.in my Settlement__c which prevents a user to save a Settlement record if the account of the Asset Manager is different from a Settlements Account
Validation Rule below
Asset_Manager_Client__r.AccountId <> Account__r.Id
Question
In the Contacts__c object I have a picklist field name Type__c with the value "External Asset Manager".
How can I revise my VR to include a requirement where an Asset Manger Client Type needs to have the value "External Asset Manager" selected as well.
Regards,
8 answers
You'll need to use the Insert Field burron to make sure the References and API Field Names are correct for your custom objects, but your VR Formula would look something like this: AND(
Asset_Manager_Client__r.AccountId <> Account__r.Id,
TEXT(Asset_Manager_Client__r.Type__c) <> "External Asset Manager")
