Skip to main content
Formating formula for readability
Source Link
Derek F
  • 64.1k
  • 15
  • 55
  • 104

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

AND(
    SBQQ__Contracted__c = TRUE,
    TEXT(StageName) <> "Closed",
    TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved"
)

ifIf I consider only opp stagename as condition - it works.. but once I add the primary quote condition my logic fails

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

if I consider only opp stagename as condition - it works.. but once I add the primary quote condition my logic fails

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work

AND(
    SBQQ__Contracted__c = TRUE,
    TEXT(StageName) <> "Closed",
    TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved"
)

If I consider only opp stagename as condition - it works.. but once I add the primary quote condition my logic fails

added 120 characters in body; edited tags
Source Link

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

if I consider only opp stagename as condition - it works.. but once I add the primary quote condition my logic fails

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

if I consider only opp stagename as condition - it works.. but once I add the primary quote condition my logic fails

deleted 11 characters in body
Source Link

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "3. Verify Options""Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "3. Verify Options", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

I want to write a validation rule on the Opportunity record - Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status field is approved. Can someone help me.

I wrote this, but this doesn't work AND( SBQQ__Contracted__c = TRUE, TEXT(StageName) <> "Closed", TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> "Approved" )

Source Link
Loading