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Salesforce Gurus,

 

I have a custom loan object name  Loan__c  with the following fields below.

 

RELP_Sale__c  (checkbox)

 

Current_Holder__c  (Checkbox)

 

Holder_Entity__c      (Picklist with values RecoverEdge, L.P.   and  Institutional Services, LLC )

 

I am requesting if someone could help me create a validation rule for the logic below.

 

If Current_Holder__c   = TRUE and Holder_Entity__c = RecoverEdge, L.P.  , then a user will be allowed to Enter TRUE in RELP_Sale__c   and save it. 

 

Regards,

 

Forrest
3 answers
  1. Jul 16, 2014, 6:55 PM
    So that should be like this:

     

    AND(

    RELP_Sale__c = TRUE,

    OR(

    Current_Holder__c <> TRUE,

    TEXT(Holder_Entity__c) <> 'RecoverEdge, L.P.'

    )

    )

    Which says if someone marked the  RELP_Sale__c as TRUE and if any one fo these:  Current_Holder__c

    NOT True OR  Holder_Entity__c DOESN'T carry the desired value then BOOM!
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