I want to prevent users of a certain profile from creating a quote when there is a discount. There are no syntax errors with this formula, but it is not doing anything.
AND(
NOT(ISBLANK(Discount_Total__c)),
Discount_Total__c > 0,
RecordType.Name = "Quote",
OR(
$Profile.Name = "Sales User",
$Profile.Name = "Client Success Consultant"
)
)
Hi,
First, I would add ISNEW() in your formula or it will apply for creation and update.
Can you generate a debug log in setup with a user in any of these profiles, get them (or you login as them) to createa quote with a discount and go back and read the logs. It will show you what the field values are at runtime and will tell you why it's not triggering (maybe there's a spelling mistake with the profile names, or you're using a different Discount field)
