I am trying to create a validation rule where if Stage is Closed Lost or Cancelled the Notes field is required. I am having problems with the formula.

  • 1
    Do you mean a field on Opportunity named "Notes" or are you trying to require something in the Notes & Attachments related list if the stage is closed? – Blair Kristin Feb 8 '16 at 17:07
  • What problems are you having? What do you need help with? – Sebastian Kessel Feb 8 '16 at 17:40

That should be very straight forward, try below expression, make sure the field names are correct.

(ISPICKVAL(Status__c, "Closed Lost") || ISPICKVAL(Status__c, "Cancelled")) && ISBLANK(Notes__c)

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