If the opportunity is set to Closed Won.
Then I need to fill either check a box that says credit card information recieved or purchase order received and fill out a text field where the PO goes
Here is what I have:
AND
(ISPICKVAL(StageName, "Closed Won") ,
NOT(ISPICKVAL(StageName, "Closed Lost")),
OR(Purchase_Order_Received__c,
ISBLANK(Purchase_Order_Number__c)))
This one works, but on the or check, I need to make it check those fields or Credit_Card_Info_Received__c
Can someone please help
3 answers
Try this -
AND(
ISPICKVAL(StageName, "Closed Won"),
NOT(ISPICKVAL(StageName, "Closed Lost")),
OR(
NOT(Purchase_Order_Received__c),
ISBLANK(Purchase_Order_Number__c)
),
NOT(Credit_Card_Info_Received__c)
)
