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All,

 

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
  1. Jan 11, 2017, 2:50 PM
    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

    )

     

     
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