IF Billing Entity with Billing Country <> US
AND VAT/ABN/GSTIN/Tax Identification Number is blank
Then require VAT/ABN/GSTIN/Tax Identification Number to be populated before opportunity can be 7. Won, Closed Won, or Closed Renewed
This is what I have so far:
IF Billing_Entity__r.Billing_Country_Code__c <> US
AND (ISBLANK("VAT/ABN/GSTIN/Tax Identification Number"))
5 answers
You need to use exact API name for field name in formula field. You can do it from advanced formula by inserting field. You formula will be like this:
AND(
Billing_Entity__r.Billing_Country_Code__c <> US
ISBLANK(VAT/ABN/GSTIN/Tax Identification Number),
OR(
TEXT(StageName) = '7. Won',
TEXT(StageName) = 'Closed Won',
TEXT(StageName) = 'Closed Renewed'
)
)
Use API name of field instead of VAT/ABN/GSTIN/Tax Identification Number
