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Validation rule: Gift_Date

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Validation rule: Gift_Date

Validation rule Details

Name

Gift_Date

Label

Gift_Date

Object

Opportunity

Active

Yes

Formula

(contains (text( StageName ), "Closed Won") ||
contains (text( StageName ), "Gift Handover")) &&
ISBLANK( AQB__GiftDate__c ) &&
RecordType.DeveloperName = 'OutrightGift' &&
(ISCHANGED(StageName) || ISCHANGED(AQB__GiftDate__c))

Error message

You need to document the gift agreement in the Gift Date field before moving to Gift Handover or Closing the Opportunity.

Error location

Gift Date

Description

Validation used for advancement of Opportunity to stage closed

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