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Validation rule: Supporting_Documentation_Required

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Validation rule: Supporting_Documentation_Required

Validation rule Details

Name

Supporting_Documentation_Required

Label

Supporting_Documentation_Required

Object

Case

Active

Yes

Formula

AND (
USyd_Supporting_Documentation__c = FALSE,
RecordType.Name = "Gift Related Request",
OR(
ISPICKVAL(Type, 'Update - Changes to pledge'),
ISPICKVAL(Type, 'Receipt - Name change'),
ISPICKVAL(Type, 'Update - Gift in holding Account')
)
)

Error message

Reminder: After creating this record, you must attach supporting documentation to the Case. Acknowledge by checking the Supporting Documentation field and then Save.

Error location

Top of Page

Description

If the Case Record Type is Gift Related Request and the Type is Gift documentation, Update - Changes to Pledge, Receipt - Name Change, or Create - Gift Payment Form, documentation must be attached to the Case.

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