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Hi guys

 

I would like users to enter company and region information when setting up a new account - I need to apply in to various record types. Can you please help with a validation rule for this?

 

Thanks & Best Wishes
2 answers
  1. Feb 8, 2019, 12:21 PM

    If you only want to fire the rule at the time of record creation, then like this:

    AND(

    ISNEW(),

    CASE(RecordType.Name,

    "RT1",1,

    "RT2",1,

    ...

    0)=1,

    OR(

    ISBLANK(Company__c),

    ISBLANK(Region)

    )

    )

     

     
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