Validation rule: USYD_Email_Required_ReceiptDeliveryEmail

Name

USYD_Email_Required_ReceiptDeliveryEmail

Label

USYD_Email_Required_ReceiptDeliveryEmail

Object

Opportunity

Active

Yes

Formula

OR(
AND(
RecordType.DeveloperName = "OutrightGift",
OR(
ISPICKVAL( StageName , "Gift Handover"),
ISPICKVAL( StageName , "Closed Won")
),
ISCHANGED( AQC_ReceiptDelivery__c ),
ISPICKVAL( AQC_ReceiptDelivery__c,"Email direct to donor(Default)"),
ISBLANK(Account.AQB__Email__c),
ISBLANK( Account.AQB__PrimaryContact__r.Email),
ISBLANK( Account.AQB__SecondaryContact__r.Email)
),
AND(
RecordType.DeveloperName = "OutrightGift",
OR(
ISPICKVAL( StageName , "Gift Handover"),
ISPICKVAL( StageName , "Closed Won")
),
Account.RecordType.DeveloperName = "Household",
ISCHANGED( AQC_ReceiptDelivery__c ),
ISPICKVAL( AQC_ReceiptDelivery__c,"Email direct to donor(Default)"),
ISBLANK(Account.AQB__Email__c),
NOT(ISBLANK( Account.AQB__PrimaryContact__r.Email)),
NOT(AccountId = Account.AQB__PrimaryContact__r.Account.Id),
ISBLANK( Account.AQB__SecondaryContact__r.Email)
),
AND(
RecordType.DeveloperName = "OutrightGift",
OR(
ISPICKVAL( StageName , "Gift Handover"),
ISPICKVAL( StageName , "Closed Won")
),
Account.RecordType.DeveloperName = "Household",
ISCHANGED( AQC_ReceiptDelivery__c ),
ISPICKVAL( AQC_ReceiptDelivery__c,"Email direct to donor(Default)"),
ISBLANK(Account.AQB__Email__c),
ISBLANK( Account.AQB__PrimaryContact__r.Email),
NOT(ISBLANK( Account.AQB__SecondaryContact__r.Email)),
NOT(AccountId = Account.AQB__SecondaryContact__r.Account.Id)
),
AND(
RecordType.DeveloperName = "OutrightGift",
OR(
ISPICKVAL( StageName , "Gift Handover"),
ISPICKVAL( StageName , "Closed Won")
),
Account.RecordType.DeveloperName = "Household",
ISCHANGED( AQC_ReceiptDelivery__c ),
ISPICKVAL( AQC_ReceiptDelivery__c,"Email direct to donor(Default)"),
ISBLANK(Account.AQB__Email__c),
NOT(ISBLANK( Account.AQB__PrimaryContact__r.Email)),
NOT(AccountId = Account.AQB__PrimaryContact__r.Account.Id),
NOT(ISBLANK( Account.AQB__SecondaryContact__r.Email)),
NOT(AccountId = Account.AQB__SecondaryContact__r.Account.Id)
)
)

Error message

Please update the Account email or link a primary or secondary contact with email to the account when stage is Gift Handover or Closed Won and when the Receipt Delivery is set to "Email direct to donor(Default)"

Error location

Top of Page

Description

When stage is Gift Handover or Closed Won and recipient delivery is changed and set to "Email direct to donor(Default)" , if the Account email, preferred contact and secondary contact emails are blank throw an error to update any one email field.