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Topics#Data ManagementJames Coyne's Question
James Coyne (IMS Limited) asked in #Data Management
Jun 15, 2018, 7:54 AM

Validation / Formula rule please

Looking to convert the following to a condition please

 

Record type is equal to `SH`

 

and 

 

Status (pick list) is equal to `CA` or`NEW`

 

then 

 

Contact (lookup field) cannot be blank

 

Thanks in advance for your help

 

 
3 answers
  1. Amnon Kruvi (The Architech Club)
    Jun 15, 2018, 8:24 AM
    Hi James,

     

    Let's try the following validation rule:

     

    RecordType.Name = 'SH' &&

     

    (ISPICKVAL(Status, 'CA') || ISPICKVAL(Status, 'NEW')) &&

     

    ISBLANK(Contact)

     

    If you are using custom fields or objects, you may need to append __c to the end of the Status and Contact fields in this formula.

     

    Hope this helps!
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