Validation Rule based on Record Type
This is my formula:
$RecordType.Id = "012600000000ldi", /*TECHSUP*/
ISPICKVAL( Client_Follow_up_Required__c,"" ),
I'm using a nearly idental formula for a validation rule for a different record type, and it works correctly. Thanks in advance!
So if a record type is X OR a multi select picklist has X value, then another field needs to be required. THEN if that field has a certain value, another field needs to be required. I wrote it out like this for opportunity records:
If record type is "CMS Child" OR CMAG Division is "CMS"
Public Company needs to be Required
If Public Company is YES, Public Company Stock Ticker needs to be Required
I started my formula like this:
OR(RecordType.Id = "012C0000000GK87",
INCLUDES(CMAG_Division__c , "CMS")
to at least get the one picklist to be required but am now thinking i need a CASE function to achieve all the necessary requirements. Is this doable through validation at all? I am thinking it might be bigger then this but am not sure.
$RecordType.Name = "Sales",
ISPICKVAL(StageName, "Closed - Lost"))
$RecordType.Name matches with 'Record Type Label' and
$RecordType.DeveloperName matches with 'Record Type Name'
Not confusing at all!
I'm using the first part of the best answer, but I want the validation to occur if the record type name is one of two choices. How do I edit the formula to run true if it is "record type 1" OR "Record tpe 2"?
@Lewis Howel - Have you tried?
OR($RecordType.Name = "RecType 1" , $RecordType.Name = "RecType 2")
ISPICKVAL(C4G_Income_Type__c = "Other"),
This is not working Can you one help