0

I made a validation rule which verifies that a Quote was synced before the Opportunity can be set to closed won.

AND(
ISPICKVAL( StageName , "08 - Closed Won"), 
ISBLANK(  SyncedQuote.Id )
)

No problems so far. But now I want to add two more permissions: There should be no Error Message when the Opportunity Name contains " 3rd Level Support" OR when Quote Name contains "Renewal" or "prolongation"

Is this even possible? Makes no logical sense to me to check if a Quote contains a some words when I'm initially checking if its even existing, but I think I'm overlooking something..

Many thanks in advance

1 Answer 1

1

Try the following:

AND(
ISPICKVAL( StageName , "08 - Closed Won"), 
ISBLANK(  SyncedQuote.Id ),
NOT(CONTAINS(SyncedQuote.Name, 'Renewal') ),
NOT(CONTAINS(SyncedQuote.Name, 'prolongation') ),
NOT(CONTAINS( Name , '3rd Level Support'))
)

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .