Validation rule: USYD_Email_Required

Name

USYD_Email_Required

Label

USYD_Email_Required

Object

Opportunity

Active

Yes

Formula

OR(
AND(
RecordType.DeveloperName = "OutrightGift",
ISCHANGED( StageName ),
ISPICKVAL( StageName , "Gift Handover"),
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",
ISCHANGED( StageName ),
Account.RecordType.DeveloperName = "Household",
ISPICKVAL( StageName , "Gift Handover"),
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",
ISCHANGED( StageName ),
Account.RecordType.DeveloperName = "Household",
ISPICKVAL( StageName , "Gift Handover"),
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",
ISCHANGED( StageName ),
Account.RecordType.DeveloperName = "Household",
ISPICKVAL( StageName , "Gift Handover"),
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 before moving to the Gift Handover stage or change the Receipt Delivery

Error location

Top of Page

Description

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