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I have 2 objects

  1. Timecard pse__Timecard_Header__c and

  2. Period c2g__codaPeriod__c.

The relationship between these two objects is there is a lookup field PD__c which is related to Period.

There is a picklist field Status pse__Status__c on Timecard object with following values:

Saved

Submitted

Approved

Rejected

There is another checkbox field Closed c2g__Closed__c on Period Object. If this checkbox is checked then I want the status not to be equal to Rejected.

This is what I came up with but it is not working.

AND(Period__r.c2g__Closed__c == TRUE,
ISPICKVAL(pse__Status__c , "Rejected"))
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The formula should be:

PD__r.c2g_Closed__c && ISPICKVAL(pse_Status__c, "Rejected")

There is no lookup field Period__c in your object, it's called PD__c, which is PD__r when used in a reference in a formula.

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You just need one "equal to" symbol

AND(Period__r.c2g__Closed__c = TRUE,
ISPICKVAL(pse__Status__c , "Rejected"))
  • Still, it fails. – LazyBones Dec 3 '14 at 19:27
  • Which object are you creating the record on? Are you specifying the lookup value. – Naren Kaviti Dec 3 '14 at 19:58
  • I am creating the validation rule on Timecard object. Specifying the lookup value PD__c ? nope. – LazyBones Dec 3 '14 at 20:06
  • Isn't the lookup field called PD__c? In that case couldn't you do PD__r.c2g__Closed__c && ISPICKVAL(pse__Status__c , 'Rejected') – Nick Cook Feb 15 '15 at 12:47

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