If the Opportunity Stage is set to Trial, make the following fields required:
Trial Type, Trial Status, Trial Start Date, Trial Term (days), Trial Expiration Date
However, a few of those fields are picklists so it is preventing me from creating that rule. Please help!
Thanks!
4 个回答
Katie, you can write a validation rule like this: AND (
ISCHANGED(StageName),
TEXT(StageName) = 'Trial',
OR (
ISBLANK(TEXT(Trial_Type__c)),
ISBLANK(TEXT(Trial_Status__c)),
ISBLANK(Trial_Start_Date__c),
ISBLANK(Trial_Term_Days__c),
ISBLANK(Trial_Expiration_Date__c)
)
)
A few things to note:
1. Please insert field names using the Insert Field button on the formula editor.
2. Picklist fields need to be wrapped inside TEXT function as I showed above. So if any other fields are picklist, wrap them like as I did.
