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