Seeking a solution for a validation field to denote if a Contract Record has or does not have a Note or Attachment. Is this doable?
Appreciate any feedback this group can provide.
Thank you,
John
4 个回答
Hi John,
Formula syntax, including validation rules, cannot look at nor count related records. This means you'll need to count the notes using a before-save flow or an Apex trigger, and write that result into a custom number field on the contract. Once you can do that, you can set a validation rule.
