I need help with a Validation Rule (RV) for required fields, view below.
In an Opportunity record, when a User with the following profiles and user alias (view below) selects "Close" in the Request__c picklist field, they must select the Uncollectable_On_Receipt__c checkbox field.
Profile name = DD
Profile name = System Administrator
User Alias = Jdfg
User Alias = lioto
I made an attempt to create a VR (View below) but it is not working because it is triggering for users with other profiles and aliases
AND(
TEXT(Request__c) = "Close",
$Profile.Name <> "Due Diligence",
$Profile.Name <> "Sysem Administrator",
$User.Alias <> "jdworacz",
$User.Alias <> "lupton",
OR(
Uncollectable_On_Receipt__c = FALSE
))
I will be waiting for all of your reply.
3 answers
Hi Forest, Please try the below
AND(
OR(
$User.Alias = "Jdfg",
$User.Alias = "lioto",
$Profile.Name = "System Administrator"
$Profile.Name = "DD"
),
TEXT(Request__c) = "Close",
Uncollectable_On_Receipt__c = FALSE
)