Template for adding a validation rule on the Appointment Object to ensure Users add a Result Detail when resulting an Appointment for any Result OTHER than Sold.
- Navigate to Setup > Create > Objects
- Scroll and click on 'Appointment' object
- On the Appointment page, scroll down to the 'Validation Rule' section
- Click 'New'
NOTE: Enter a relatively recent date related to the DATEVALUE(CreatedDate) criteria, or the rule will fire related to older Appointment records.
Rule Name |
Result_Detail_Required |
Error Condition Formula |
ISBLANK(TEXT( i360__Result_Detail__c )) && NOT(ISBLANK(TEXT( i360__Result__c ))) && NOT(ISPICKVAL(i360__Result__c, "Sold" )) && DATEVALUE(CreatedDate)> DATE(YYYY,MM,DD) |
Error Message |
ERROR - You must specify a Result Detail option. |
Description | Result Detail is required for any Appointment Result other than Sold |
Error Location | Top of Page |