We recently upgraded our nonprofit starter pack and began to use the Payments object to track cash. This is a new step and so I am finding that users are forgetting, particularly for pledges, to create a payment record when the money actually comes in.
I want to create a validation rule that prevents a user from marking an opportunity's stage as posted if the opportunity is a pledge and there are no payments. I am also wondering about building in another piece to ensure we're just capturing pledges that have been committed but not paid immediately (like maybe datevalue(createddate )<> today()) , but that may be too complicated.
Here is the formula I have been trying:
AND(TEXT( StageName = "Posted"),
TEXT( Gift_Type__c = "Pledge"),
npe01__Number_of_Payments__c = 0)
It says picklist values are only supported in certain functions. I also tried it with ISPICKVAL but that didn't work either.
Is it a problem with the AND() or is a problem with my syntax?
Any help is appreciated!
Thank you,
Blair
2 个回答
Try this -
AND(
TEXT(StageName) = "Posted",
TEXT(Gift_Type__c) = "Pledge",
npe01__Number_of_Payments__c = 0
)
