Ask Search:
David ChinDavid Chin 

How can I make one field required for one record type and not another?

I have 2 record types in Opportunities that i created. I need to make one field required for one record type but not for the other. I'm sure it's easy but I can't think of it right now.
Steve MolisSteve Molis
You can do it with a Validation Rule or with a custom Page Layout (both will work)

The VR would look kinda like this:

AND($RecordType.Name = "Something Something...",
ISBLANK(The_Required_Field))
 
Subramanyam MeareSubramanyam Meare
You need some thing like this:-

AND(
Recordtypeid="XXXXXXXXXX",
ISBLANK(Field name))

Hope it helps you.

Regards,
Subbu.
Subramanyam MeareSubramanyam Meare
Navigation path:- Go--Setup---Customize--Opportunitiies--Validation rule.

Note:- Click on INSERT FiELD Button to get the Field names.
Steve MolisSteve Molis
+ M.Subbu 

Use the Insert field button to get the API Field Names 

User-added image
Jared PaulJared Paul
Hi everyone...please don't forget to mark "BEST ANSWER" for the most helpful solution and feel free to post a profile picture if you haven't done so yet. Thanks! :)