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I am trying to create a rule that stops an Opp from saving with the checkbox field "Create Contact" checked if a series of fields are still blank.

 

My formula is:

 

AND ( 

 

Create_Contract__c = TRUE, 

 

isblank (text ( Contract_Type__c )), 

 

isblank (text ( Evergreen__c )), 

 

isblank (text ( Contract_Start_Date__c )), 

 

isblank (text ( Contract_Term__c )), 

 

isblank (text ( Billing_Period__c )), 

 

isblank (text ( Payment_Method__c )), 

 

isblank (text ( Payment_Terms__c )), 

 

isblank (text ( Owner_Expiration_Notice__c)) 

 

)

 

I don't get any errors at the validation level.  but when I check this field and save with blank values the rule doesn't trigger.
3 answers
  1. Mar 15, 2018, 4:05 PM

    Like THIS = 

    AND (

    Create_Contract__c,

    OR(

    isblank (text ( Contract_Type__c )),

    isblank (text ( Evergreen__c )),

    isblank (text ( Contract_Start_Date__c )),

    isblank (text ( Contract_Term__c )),

    isblank (text ( Billing_Period__c )),

    isblank (text ( Payment_Method__c )),

    isblank (text ( Payment_Terms__c )),

    isblank (text ( Owner_Expiration_Notice__c))

    )

    )

     

     
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