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How can I ensure that a field is blank for some account types, and mandatory for others?
Hi All,
How can I ensure that a field is blank for some account types, and mandatory for others?
As If Account Type = “Customer”, my custom filed must not be left blank.
If Account Type = “Prospect”, then my custom filed must be left blank.Thanks
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1 Reply
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Hi Pranav,
we can do this by following ways:-
1)OR(logical1, logical2…) and replace any number of logical references with the expressions you want evaluated.
2)AND(logical1, logical2…) and replace any number of logical references with the expressions you want evaluated.
3)ISPICKVAL(picklist_field, text_literal) and replace picklist_field with the merge field name for the picklist; replace text_literal with the picklist value in quotes. text_literal cannot be a merge field or the result of a function.
4)NOT(logical) and replace logical with the expression that you want evaluated.
Eg:-
AND(
OR(
ISPICKVAL(Type, “Client”),
ISPICKVAL(Type, “Client – Group Contract”)
),
ISPICKVAL(Customer_Management__c, “”)
)
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