Questions tagged [validation-rule]

Validation rules verify record data meets the standards you specify before the record can be saved.

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1answer
24 views

Create no more than one record per day [duplicate]

I want to develop a functionality for creating no more than one record per day. If more than one record is created should show error. How should I do this?
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1answer
37 views

LWC Check field level validation before submitting

So I have an LWC component that has implemented lightning-record-edit-form. We have custom validation on the actual fields themselves and I am trying to track those errors so the user can't submit the ...
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0answers
23 views

Lookup field missing from matching rule

Wanted to have a have a matching rule where if a combination of fields already exist throw a warning. So there are 3 fields in the rule. Text field and Picklist are visible but the lookup is not. I ...
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1answer
28 views

FIELD_CUSTOM_VALIDATION_EXCEPTION, Validation error on Account: Rollup Helper cannot update parent record

My org is seeing this error when we convert leads - We do not have a validation rule on the account that says this. Where does this validation rule live if is not on the account? Does Rollup helper ...
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1answer
27 views

Increase the Number type field by 1 on record every time it's edited and Saved

I'm working on a Record where I need one of my fields which is Number type should auto update to +1 whenever the formula filed in the record gets populated. The Number field should increase by 1 unit (...
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1answer
43 views

How to add 24 Hours to a date/time field?Can anyone help?

I am working on developing a validation rule, where a particular date time field should not be greater than 24 Hours from the Created Date time.
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1answer
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I want to develop an object where the time field input must match the system date and time.Can anyone help?

I am working to create an object, where I will have date- time custom field. I want the input of this field to match with the system date and time. I have tried applying a validation rule, where this ...
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0answers
13 views

Email Message sent out even when Approval Request fails

We have an Approval Process (AP) and a Process Builder (PB) on Email Message object. We also have a PB on Case object. The logic is following: A user creates an Email Message on a Case record and ...
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1answer
20 views

Unable to display validation message according to the need on custom lightning component

I have a custom component to create quote and also have few validation rules been created. Whenever i am trying to create the quote, my validation rules are getting triggered and able to display them ...
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1answer
38 views

Validation bypass

The validation rule gets bypassed if it's Outgoing and Incoming Call not selected. Any free text can be used to save without the validation rule firing. How to amend to prohibit users from creating or ...
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1answer
19 views

Adding second product to an opportunity if a specific product is first added

I have 65 products all under the same family spread across 4 sub families. Product 01-20 = SubFamily1 / Chair Product 21-40 = SubFamily2 / Desk Product 41-60 = SubFamily3 / Conference table Product ...
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1answer
46 views

Opportunity Stage cannot be changed backwards :- [duplicate]

I have created a VR where I want the users to not change the Stage backwards. However, The system admins can change the opportunity to back stages. Here is my code and it is not working as it should ...
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1answer
44 views

Closed Date cannot be in Past :- [duplicate]

I want to write a Validation Rule where close date cannot be set in past, but if Sys Admins require, only they can edit closed date to past dates. Below is the Validation Rule rule which I have ...
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0answers
35 views

Validation Rule on Lead Conversion - Best Practice

I have a Validation Rule on the Lead Object, to prevent the users from converting a Lead without filling in certain fields. The Validation works, but I want now to only requests those fields, if the ...
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1answer
35 views

Validation Rule not working :-

I have these stages in my Opportunity (0-Prospecting, 1-Presentation, 2 - Scoping, 3 - Prospecting, 4 - Closed). The below VR is such that only sys-admins can lower the stage from any stage. However, ...
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1answer
50 views

Exclude multiple users from Validation rule

I have lengthy validation rules for 6 fields, depending on Record type and subcategory. The rule is below. How do I exclude 4 users - so the rule does not apply to them? Thanks ( (RecordType....
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2answers
36 views

Trying to create a validation rule to stop the user (a mechanic) from updating or editing a repair record once the record has been marked completed

The Mechanic will fill out a repair record and can mark it as 'Not Started', 'In Progress, and 'Completed'. Once they mark the repair record as completed they should not be able to edit any of the ...
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1answer
29 views

“Protected” Records and profiles permissions

In our org, we have a custom object, which all records meeting specific criteria need to be protected (criteria is StartDate older than 3 months) By 'protected records' we mean: for some specific ...
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1answer
51 views

Lead Validation Rule

I have a Validation Rule for Leads and it's working perfectly fine, but I now want to make the State required, where applicable. I have created the below, but it doesn't execute, unfortunately. My ...
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0answers
24 views

Validation rule crashes when fields required are populated in form

I have a validation rule to require a Vacancy Announcement No to be filled in mandatory if a Date Vacancy Announcement Opened. I Cloned a ticket and it had the value beforehand in both places. Now I ...
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0answers
22 views

Validation Rule on Account and bypassing the Validation when converting a Lead

I have a validation rule on the Lead object to ensure certain fields are populated,before conversion. IsConverted = TRUE && OR( ISBLANK (field1), ISBLANK (field2), ISBLANK (TEXT(field3)), ...
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0answers
34 views

How to check Weekend days between two dates?

I have Three fields start date,End date and time off. If i give Time of(Number) is 4 and Start date Today, End date will update with Today+4. If i give Start date Friday and time off 3 as per the ...
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1answer
55 views

Rich text field in Salesforce doesnt works with ISBLANK and works with =''

I have a rich text field on my object and have validation to check if it is blank I want to throw an error message. ISNULL(richText__c) in validation returns FALSE - I'm okay with this. ...
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0answers
38 views

Complex criteria Opportunity Validation Rule

I have a requirement of restricting the opportunity ownership change these are my conditions Opportunity stage =closed won ,Closed lost (we have a Formula Field called 'Team' which is based on ...
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1answer
114 views

Get all validation names to include in xml package

I'm trying to search and replace all validation rules in vs code. I ONLY want to retrieve validation rules, and not the entire object. I know this is possible using the xml package, however I'm ...
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0answers
29 views

Need help in creating validation rule

I need some help in creating validaton rule. the requirements are: If the value of a field on account is not equal to "Cleared", then the user should not be able to update the Service Appointment ...
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1answer
48 views

Validation rule on null picklist case object not firing

I am trying to create validation rule, when closing the case if product type and component and subcomponent is empty to fill the values. AND( OR( ISBLANK(TEXT(Product_Type__c)), ISBLANK(TEXT(...
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2answers
135 views

Download all objects and search validation rules only

I've recently setup vs code in hopes that I could easily download all validation rules and search across them for a string. We're updating our roles and role names are used in a lot of validation ...
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1answer
31 views

Required fields under Record Types and Subcategory type [duplicate]

I need to make those fields required under 2 conditions. Record type and Subcategory (picklist). I stated doing Validation rules, for the first one: Record type: Passport Subcategory: Renewal and ...
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1answer
593 views

Spring 20 - Validation rules that use “$UserRole.DeveloperName” are triggering when they should not

After the Spring 20 release my validation rules that make use of the field "$UserRole.DeveloperName" are triggering when they should not. I'm currently trying to create a case from a community (with ...
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0answers
48 views

Auto Generation of Work Orders from Maintenance Plans Failing

We are trying to get auto generation of Work Orders and Service Appointments working, however when we try to generate Work Orders with the following generation types it always fails: Work Order ...
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2answers
23 views

Fetching standard object through ANT

I am facing a validation rule related issue on a field in Case object. To find the exact problem, I need to search every validation rule for each field. To do that I am trying to fetch the Case ...
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1answer
45 views

How do I prevent opportunity stages going backwards direction ? salesforce [closed]

How do I prevent opportunity stages going backwards direction ? using validation rule salesforce
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1answer
44 views

Do extra brackets matter in formulas?

I am creating a Validation rule. Trailhead states that I should use following formula: ISPICKVAL( StageName , "Closed Won") && ( Delivery_Schedule_Date__c - CloseDate ) > 14 I have the ...
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2answers
102 views

Validation Rule stops Process Builder to fire

I have a Process Builder and a Validation Rule on the Opportunity Object. The Validation Rule is meant to stop the users from modifying an Opportunity once Closed Won, apart from Admins. AND( ...
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1answer
46 views

Prevent Close Date Change Except Current Quarter?

I need validation rule to stop users from editing Close Date if Opportunity is in "Commit" category, except Admin. But if the date changes in a range of current Quarter then it is okay to make change. ...
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0answers
45 views

prevent malformed id or invalid Id saved for lookup fields

When creating a new record of custom objectA, there's a lookup field orgAccountId binding to account. Regular way is: enter orgAccountId such as 0000001 in the field, press enter, and it will search ...
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1answer
32 views

please help with approval process!

Need help! I am trying to do an approval process, that will be triggered automatically from process builder. The problem I have, is picklists. I want the approval to go out automatically on the ...
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1answer
16 views

Does execution log show all validation rules occur in each iteration or not?

In the image above every iteration has its validation rule occurred, I wonder if there were more validation rules, does the execution log show all of them in every iteration or show only one ...
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1answer
29 views

Validation Rule trigger

Hi i am trying to restrict the user to change the Acc_Id on the basis of certain field. Below is the code : not working. If yyyyyyyy__c = true Suuuuuu__C = "Complete resolve No one should be ...
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1answer
31 views

How do I prevent user saving a lead record if lead status is open? [closed]

New to Salesforce, trying to build my experience and knowledge with some basic freelance work, any help is appreciated!
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2answers
54 views

One or Nothing Validation Rule

Need to create a validation rule that will evaluate 5 picklist fields and this are the requirements: Only one field can have a value regardless which one of the 5 fields all fields can be blank This ...
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1answer
35 views

Validation Rule with $Profile

I want to create a Validation Rule that must fire when Account Name is changed and profile is different from ProfileId_1 and ProfileId_2. I tried with different validation rules, but none works: ...
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1answer
20 views

Multiple Validation Rules Not Working

I am trying to require certain fields when a checkbox is selected but whether the conditions are met are not, I am getting an error. I am no SF admin and am trying to figure this out on my own. Please ...
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2answers
47 views

Validate Lead RecordType matches Target Opportunity Record Type before Converting

Scenario We have two types of opportunities and two types of leads. The two opps are for different business processes related to the customers specific needs. We currently have sales agents able to ...
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1answer
17 views

Avoid or prevent Lead edition when status is “Qualified”

I have the next requirement: When users set lead to 'Qualified', I want a way to prevent them to editing any field. I've tried some things like validation rules like this: ISPICKVAL(PRIORVALUE(...
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1answer
86 views

Checking for multiple values with CONTAINS

I'm trying to condense this validation rule formula: OR( CONTAINS( Email , "example@gmail.com"),CONTAINS( Email , "example2@gmail.com") I want to use || logic but I'm receiving this error: Do I ...
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1answer
21 views

Scoring fields - No partial scoring can be entered in the section of fields

I have a section of scoring fields to enter score. Once a score is entered, it cant be editable by anyone else except Administrator. No Partial Scoring can be done on the fields. Once they edit one ...
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0answers
21 views

Validation to require Product B to have 2 times the quantity of Product A, and not allow adding Product A without Product b?

Trying to come up with a validation rule to only allow product A to be added if Product B is also added to the opportunity, AND then ensure Product B's qty is 2* product A's qty?
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2answers
40 views

Validation Rule with multiple picklist fields

I need to create a validation rule that fires where when either "Complete" or "Closed" is chosen from a picklist, another picklist becomes a required field. I have tried multiple options, but have not ...

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