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2 picklist values:

  • "Prime"
  • "Subcontractors"

Then if the field JV Share % has a value it would notify user to delete the value

It sounds simple I'm just not quite sure how I could formulate this validation.

2
  • Share your code whatever you are tried so far Commented Apr 14, 2017 at 13:44
  • Validation rule cant be used to notify user, its just a way of resticting user based on some condition. Please update your question with more details and also what u have tried so far
    – Samir
    Commented Apr 14, 2017 at 14:29

2 Answers 2

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Your validation rule will look like this and show error message to user.

(
   ISPICKVAL(FedCapture__Our_Role__c, "Prime") 
   || ISPICKVAL(FedCapture__Our_Role__c, "Subcontractor")) 
&& NOT(ISBLANK(G_IAP_Share_JV_Share__c))
6
  • The only problem with it is that if it is already on prime or subcontractor and there is a JV Share % Present, you edit a different field it will not fire the validation. You must switch from prime to Subcontractor or vise versa for it to work.
    – ryan
    Commented Apr 14, 2017 at 15:59
  • I entered what changes are above and recieved error: Incorrect argument type for function 'ISCHANGED()'.
    – ryan
    Commented Apr 14, 2017 at 16:18
  • use ISCHANGED(FedCapture__Our_Role__c) Commented Apr 14, 2017 at 16:21
  • Hmm it took that but it still wont fire the validation if im editing other fields in an opportunity and a prime or subcontractor selection is present with a JV % percentage value present. (forcing users to clean up their opps)
    – ryan
    Commented Apr 14, 2017 at 16:31
  • I misread your requirement. remove ISCHANGED(). I could understand that, you have records exist in the org where you want to validate those records also, is that correct? Commented Apr 14, 2017 at 17:00
2

You r validation rule would prevent the record from being saved and the message presented would be the "Notification"

In this case your validation rule would be similar to:

AND(NOT(ISBLANK(TEXT({YOURPICKLISTFIELD})),ISBLANK(JV_Share__c)))

and your message would be

"The JV Share must NOT be populated if you have selected a value in {YOURPICKLISTFIELD}"

Note {YOURPICKLISTFIELD} is a placeholder as you did not specify the API name of this field

1
  • Ah, I did not see in the title that you only wanted it for specific values. @ryan - in future put your question in the question itself and use the title to summarize the question contents
    – Eric
    Commented Apr 14, 2017 at 18:21

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