Mixing
Validation Rule with both AND/OR logic
I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.
OR(
NOT(ISPICKVAL(StageName, "Long Range Forecast")) ,
NOT(ISPICKVAL(StageName, "Discovery")),
AND(
ISBLANK( Length_of_SOW_Months__c ))
)
validation
edited Jan 8 at 19:50
David Reed
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
add a comment |
I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.
OR(
NOT(ISPICKVAL(StageName, "Long Range Forecast")) ,
NOT(ISPICKVAL(StageName, "Discovery")),
AND(
ISBLANK( Length_of_SOW_Months__c ))
)
validation
edited Jan 8 at 19:50
David Reed
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
add a comment |
I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.
OR(
NOT(ISPICKVAL(StageName, "Long Range Forecast")) ,
NOT(ISPICKVAL(StageName, "Discovery")),
AND(
ISBLANK( Length_of_SOW_Months__c ))
)
validation
edited Jan 8 at 19:50
David Reed
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.
OR(
NOT(ISPICKVAL(StageName, "Long Range Forecast")) ,
NOT(ISPICKVAL(StageName, "Discovery")),
AND(
ISBLANK( Length_of_SOW_Months__c ))
)
validation
validation
edited Jan 8 at 19:50
David Reed
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
edited Jan 8 at 19:50
David Reed
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
edited Jan 8 at 19:50
David Reed
33.4k72052
edited Jan 8 at 19:50
David Reed
33.4k72052
edited Jan 8 at 19:50
David Reed
33.4k72052
33.4k72052
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
asked Jan 8 at 19:49
Laura BabbLaura Babb
428
428
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.
AND( /* This ensures all the condition are met*/
ISBLANK( Length_of_SOW_Months__c ),
TEXT(StageName)<>"Discovery",
TEXT(StageName)<>"Long Range Forecast"
)
Edit: Based on Adrians Comments
Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.
AND(ISBLANK( Length_of_SOW_Months__c ),
CASE(StageName,
"Discovery", 1,
"Long Range Forecast", 1,
0)=0
)
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
add a comment |
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.
AND( /* This ensures all the condition are met*/
ISBLANK( Length_of_SOW_Months__c ),
TEXT(StageName)<>"Discovery",
TEXT(StageName)<>"Long Range Forecast"
)
Edit: Based on Adrians Comments
Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.
AND(ISBLANK( Length_of_SOW_Months__c ),
CASE(StageName,
"Discovery", 1,
"Long Range Forecast", 1,
0)=0
)
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
add a comment |
Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.
AND( /* This ensures all the condition are met*/
ISBLANK( Length_of_SOW_Months__c ),
TEXT(StageName)<>"Discovery",
TEXT(StageName)<>"Long Range Forecast"
)
Edit: Based on Adrians Comments
Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.
AND(ISBLANK( Length_of_SOW_Months__c ),
CASE(StageName,
"Discovery", 1,
"Long Range Forecast", 1,
0)=0
)
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
add a comment |
Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.
AND( /* This ensures all the condition are met*/
ISBLANK( Length_of_SOW_Months__c ),
TEXT(StageName)<>"Discovery",
TEXT(StageName)<>"Long Range Forecast"
)
Edit: Based on Adrians Comments
Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.
AND(ISBLANK( Length_of_SOW_Months__c ),
CASE(StageName,
"Discovery", 1,
"Long Range Forecast", 1,
0)=0
)
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.
AND( /* This ensures all the condition are met*/
ISBLANK( Length_of_SOW_Months__c ),
TEXT(StageName)<>"Discovery",
TEXT(StageName)<>"Long Range Forecast"
)
Edit: Based on Adrians Comments
Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.
AND(ISBLANK( Length_of_SOW_Months__c ),
CASE(StageName,
"Discovery", 1,
"Long Range Forecast", 1,
0)=0
)
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
edited Jan 8 at 20:16
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
answered Jan 8 at 19:54
codeyinthecloudcodeyinthecloud
3,4971426
3,4971426
add a comment |
add a comment |
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