Cross object picklist validation rule

Question

This does not seem to be working. Checking the syntax does not give me an error. As I can successfully query for the values inside the quotes (i.e., Member, Voting Member), these values are valid.

I could not find any example like this so maybe it has to be structured a different way?

AND(
  NOT(ISPICKVAL(Voting_Member__r.Type,"Member")),
  NOT(ISPICKVAL(Voting_Member__r.Member_Status__c, "Voting Member"))
)

Answer 1

If you want to allow only a company where type is Member and member status is Voting Member, then your validation rule should be

NOT(
    AND(
        ISPICKVAL(Voting_Member__r.Type, "Member"),
        ISPICKVAL(Voting_Member__r.Member_Status__c, "Voting Member")
    )
)

The problem with your current validation rule is you are having AND conditon which means the rule will fire only when both the criteria matches, whereas you want the rule to fire when either of them does not match. You also can use OR like below which will evaluate to same as above mentioned condition.

OR(
    NOT(ISPICKVAL(Voting_Member__r.Type, "Member")),
    NOT(ISPICKVAL(Voting_Member__r.Member_Status__c, "Voting Member"))
)