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Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Apr 12, 2018, 1:02 AM

Validation Rule (Value to Not Exceed)

I currently have a currency field on a custom object and a Master-Detail from the custom object to the contact record.  On the contact record I have a roll-up summary field that adds up all of the entries from the currency field.  This is working great.  My question is, what would be my validation rule to make the roll-up summary to not be able to exceed $1000?  I have attempted to do this on the custom object with the following validation rule criteria.  

 

AND(ISNEW(), Contribution_Match_Request__c <= 500.00)

 

Can someone tell me what I am doing wrong?  I appreciate it!

 

Thanks, 

 

Mike
9 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Apr 12, 2018, 7:18 PM
    Mike,

     

    You need to create a Custom Validation Rule on the Contact Object that references the Roll-Up Field that is summing the Dontation $Revenue 

     

    The Roll-Up Field will not do anything to "disabling the value from exceeding my defined amount." on it's own, you need to add a Validation Rule
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