/
Validation rule: Gift_Date_Amount_and_Ask_made

Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au

Validation rule: Gift_Date_Amount_and_Ask_made

Validation rule Details

Name

Gift_Date_Amount_and_Ask_made

Label

Gift_Date_Amount_and_Ask_made

Object

Opportunity

Active

Yes

Formula

!OR($Profile.Name = 'AQ Sys Admin', $Profile.Name = 'System Administrator', $Profile.Name = 'USyd Standard User - Prospect Development', $Profile.Name = 'USYD System Administrator') &&
(contains (text( StageName ), "Gift Handover")) &&
(
NOT(CONTAINS(RecordType.Name , "Unsolicited")) ||
NOT(CONTAINS(RecordType.Name , "Gifts in Will"))
)

&&

(ISBLANK( AQB__GiftDate__c )||
ISBLANK ( AQB__GiftAmount__c) ||
NOT( Ask_made__c ))

Error message

Either Gift date OR Gift amount is missing, OR Ask made is not checked

Error location

Top of Page

Description

Validation used for advancement of Opportunity to stage closed - gift date and amount must exist and ask made needs to be checked

Related content

Validation rule: Usyd_Gift_amount_required_verbal_ticked
Validation rule: Usyd_Gift_amount_required_verbal_ticked
More like this
Validation rule: Gift_Amount
Validation rule: Gift_Amount
More like this
Validation rule: Usyd_Require_GiftPledge_Kick_Off_Stage
Validation rule: Usyd_Require_GiftPledge_Kick_Off_Stage
More like this
Validation rule: USYD_TypeRequired
Validation rule: USYD_TypeRequired
More like this