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Validation rule: Closed_won_and_pledge_reminder

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Validation rule: Closed_won_and_pledge_reminder

Validation rule Details

Name

Closed_won_and_pledge_reminder

Label

Closed_won_and_pledge_reminder

Object

Opportunity

Active

No

Formula

contains (text( StageName ), "Closed Won") &&
( NOT(CONTAINS( RecordType.Name , "Gifts in Will") )) &&
ISPICKVAL(USyd_Pledge_Reminder_Owner__c, "")

Error message

Pledge reminder owner value is required for closed won opportunity.

Error location

Top of Page

Description

opportunity records can’t be closed won without having a pledge owner value selected

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