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Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Feb 12, 2019, 1:08 AM

Add Specific Subject to Validation Rule

I have created a validation rule on the task layout that prohibits a task from being saved based on a picklist value. The picklist is a YES/NO.  If YES is selected, then a lookup field does not need a value.  If left blank, then the lookup field does need a value.  The validation rules are built and working, however it is messing up the other task record types. 

 

So my thinking is to include the "subject" title in my validation rule to make sure it only triggers when that task type is selected.  The subject is hard coded, so I know this will always be the case.  The subject is "Remove Prime Brokerage."  My validation rule is listed below.  What do I need to do in order to add the subject?  Please let me know the best possible way to achieve this.    

 

 AND (NOT(ISPICKVAL(Remove_Prime_Brokerage_All_Accounts__c, 'YES')),(ISBLANK (Financial_Account__c)))  
2 answers
  1. Andrew Gillan
    Feb 12, 2019, 3:04 AM
    You indicate that " it is messing up the other task record types. "

     

    Why not include the Record Type you are trying to actually test for

     

    AND

     

    (

     

    $RecordType.Name = "The RecType Name", 

     

    NOT(ISPICKVAL(Remove_Prime_Brokerage_All_Accounts__c, 'YES')),

     

    (ISBLANK (Financial_Account__c))

     

    ) 

     

    Regards

     

    Andrew
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