Hello,
I am looking to create a validation rule for the "issue date" that looks to the "stage" field (picklist) for validation. The issue date value is required for all stages except "cancelled". The below is returning an error to enter a valid date when I update the stages on the path for each value even though the date is already populated. Could someone please tell me what I am missing in the formula below. Thank you.
AND(
OR(
ISPICKVAL(StageName,"Initial inquiry"),
ISPICKVAL(StageName, "Pending rates"),
ISPICKVAL(StageName, "Proposal ready"),
ISPICKVAL(StageName, "Proposal sent"),
ISPICKVAL(StageName, "Customer accepts proposal"),
ISPICKVAL(StageName, "Contract issued"),
ISPICKVAL(StageName, "booking issued"),
ISBLANK(Issued_Date__c )))
You might be better off specifying the exact stage, that way the formula will have a smaller compile size and you'll "futureproof" it if you ever add more stages in the future. Try this:
AND(
NOT(ISPICKVAL(StageName,"Cancelled")),
ISBLANK(Issued_Date__c )
)
