Picklist Value mandatory based on Opportunity stage

Question

I'm always having trouble with validation rules dependent on one or other picklist value. Here I need to create a rule that Incentive Offer picklist can't be unselected, when opportunity stage reaches "Scoping or beyond". This formula still throws an error on the Incentive Offer field even if I choose a value...

or( ISPICKVAL(StageName,"Scoping")||ISPICKVAL(StageName,"Quote")

||ISPICKVAL(StageName,"Legal")

||ISPICKVAL(StageName,"Closed Won")

,isblank( text( Incentive_Offer__c )))

Deepak K Anand · Accepted Answer

Like this =

AND(
    CASE(
        StageName,
        "Scoping",      1,
        "Quote",        1,
        "Legal",        1,
        "Closed Won",   1,
        0
    ) = 1,
    ISBLANK(TEXT(Incentive_Offer__c))
)

Picklist Value mandatory based on Opportunity stage

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