Skip to main content
Topics#FormulasRadhi Doghri's Question
Radhi Doghri asked in #Formulas
Mar 2, 2022, 2:44 PM

Lead validation rule

Hello,

 

I created this validation rule that prevent users to convert a lead if one of these fields is not filled.

 

AND( IsConverted , OR( ISBLANK(TEXT (Account_size__c)), ISBLANK(TEXT(Fonction__c)), ISBLANK(FirstName), ISBLANK(Title ), ISBLANK(Email), ISBLANK( Phone ), ISBLANK( MobilePhone), ISBLANK(TEXT( Rating )), ISBLANK(TEXT( Coverage__c )), ISBLANK( Website ),

 ISBLANK(TEXT( Operation_type__c )), ISBLANK(TEXT( Industrie_vertical__c )), ISBLANK( NumberOfEmployees ), ISBLANK(TEXT( LeadSource )), LEN( Pain_point__c ) = 0, LEN( Street ) = 0, ISBLANK( PostalCode ), ISBLANK( City ), ISBLANK( Country ) ) )

 

I want to modify this rule to allow users to convert the lead if one of the phone fields is filled in and not necessarily both

2 answers
  1. Francisco Lozano (Truelogic Software)
    Mar 2, 2022, 2:57 PM

    Hi Radhi you could try like this, adding another AND inside that OR so only if both of them are blank then it will return true:

    AND( 
      IsConverted , 
      OR( 
        ISBLANK(TEXT (Account_size__c)), ISBLANK(TEXT(Fonction__c)), 
        ISBLANK(FirstName), ISBLANK(Title ), ISBLANK(Email), 
        AND(ISBLANK( Phone ), ISBLANK( MobilePhone)), 
        ISBLANK(TEXT( Rating )), ISBLANK(TEXT( Coverage__c )), 
        ISBLANK( Website ), ISBLANK(TEXT( Operation_type__c )), 
        ISBLANK(TEXT( Industrie_vertical__c )), ISBLANK( NumberOfEmployees ), 
        ISBLANK(TEXT( LeadSource )), LEN( Pain_point__c ) = 0, 
        LEN( Street ) = 0, ISBLANK( PostalCode ), ISBLANK( City ), 
        ISBLANK( Country ) 
      ) 
    )
Write an answer...
0/9000