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Megan BlotzerMegan Blotzer 

validation rule help

I need help with a validation rule:

Opportunity Stage cannot advance past "Negotiation" without (Custom Field) being populated.

These are our other stages:
Prospect, Evaluation, Negotiation, Contracting, Closed Won, Closed Lost
Best Answer chosen by Megan Blotzer
Bartek DyczkowskiBartek Dyczkowski

Hey Megan, 

Try this: 
 

AND(
 ISBLANK( Your Field),
 OR(
  ISPICKVAL(StageName, 'Contracting'),
  ISPICKVAL(StageName, 'Closed Won'),
  ISPICKVAL(StageName, 'Closed Lost')
 )
)


Let me know if this worked. 

-Bartek

All Answers

Bartek DyczkowskiBartek Dyczkowski

Hey Megan, 

Try this: 
 

AND(
 ISBLANK( Your Field),
 OR(
  ISPICKVAL(StageName, 'Contracting'),
  ISPICKVAL(StageName, 'Closed Won'),
  ISPICKVAL(StageName, 'Closed Lost')
 )
)


Let me know if this worked. 

-Bartek

This was selected as the best answer
Megan BlotzerMegan Blotzer
Perfect! Thank you