Validation rule: Milestone_Require_Resolution_Note

Name

Milestone_Require_Resolution_Note

Label

Milestone_Require_Resolution_Note

Object

Task

Active

Yes

Formula

AND
(RecordType.Name = "Milestone",
OR(ISPICKVAL( Status , 'Cancelled'),
ISPICKVAL(Status , 'Not Achieved')),
ISBLANK( Resolution_Note__c )
)

Error message

A resolution note must be added if a milestone’s status is Cancelled or Not Achieved

Error location

Resolution Note