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Topics#FormulasSavita Ebube's Question
Savita Ebube (Alkami) asked in #Formulas
May 15, 2023, 11:51 PM

Validation Rule Help

Any ideas on how to write this validation rule?

    • Forecast category is Upside OR Best Case OR Commit
      • AND
    • Type = “New Business” AND Includes (Line of Business “Online Banking”
      • OR
  • Type = “Add on Business “AND Opportunity name CONTAINS ( Core, core, conversion, Conversion, Conv, conv)

This is what I have so far, but I get a ) error

 

AND
(
ISPICKVAL(Type,"Add on Business"),
OR
(
CONTAINS(Name, "Core"),
CONTAINS(Name, "core"),
CONTAINS(Name, "Conversion"),
CONTAINS(Name, "conversion"),
CONTAINS(Name, "Conv"),
CONTAINS(Name, "conv")
),
OR
(
),
AND
(
ISPICKVAL(Type,"New Business"),
INCLUDES(Line_of_Business__c, "Online Banking")
),
AND
(
OR(
ISPICKVAL( ForecastCategoryName , "Upside"),
ISPICKVAL( ForecastCategoryName , "Best Case"),
ISPICKVAL( ForecastCategoryName , "Commit")
),
)
&& $User.Validation_Rule_Bypass__c = FALSE
&& INCLUDES(Line_of_Business__c, "Online Banking")
18 answers
  1. Keiji Otsubo
    May 17, 2023, 12:35 AM

    Hi ,

     

    AND(
    $User.Validation_Rule_Bypass__c = FALSE,
    OR(
    AND(
    ISPICKVAL(Type,"Add on Business"),
    OR(
    CONTAINS(Name, "Core"),
    CONTAINS(Name, "core"),
    CONTAINS(Name, "Conversion"),
    CONTAINS(Name, "conversion"),
    CONTAINS(Name, "Conv"),
    CONTAINS(Name, "conv")
    ),
    OR(
    ISPICKVAL( ForecastCategoryName , "Upside"),
    ISPICKVAL( ForecastCategoryName , "Best Case"),
    ISPICKVAL( ForecastCategoryName , "Commit")
    )
    ),
    AND(
    ISPICKVAL(Type,"New Business"),
    INCLUDES(Line_of_Business__c, "Online Banking")
    )
    )
    )
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