[SalesForce] Help creating basic validation rule on PickList Value

I need some help creating a basic validation rule

Aim – If field name “Client_Business_Type” contains “pension” then field name “Pension_Fund_Type” is mandatory

Field Label : Type of money
Field Name : Client_Business_Type
Api : Client_Business_Type__c
Data type : Picklist

Field Label : Pension Fund Type
Field Name : Pension_Fund_Type
Api : Pension_Fund_Type__c
Data type : Picklist

I have currently tried following validation rule. which works fine. However, instead of listing each pension from within the picklist. Is there anyway i can do a wildcard search for the word pension in the picklist value?

If I add more picklist values that contain the word 'Pension', I don't want to have to adjust the validation rule. Is there any way to find any picklist value that contains the word 'Pension'?

ISPICKVAL( Client_Business_Type__c , "Pension Fund - Public sector") && ISPICKVAL( Pension_Fund_Type__c, "" )

Best Answer

You could just use the CONTAINS() function along with the TEXT() function. Something like this should work for any picklist value that has the word pension in it.

AND(    
    CONTAINS(TEXT(Client_Business_Type__c), LOWER('pension')),
    ISBLANK(TEXT(Pension_Fund_Type__c)
)

Related Solutions

[SalesForce] Validation rule to check picklist list values is not working if more than one word in picklist value

PICKVALS have a number of limitations that are often very difficult to work with.

In my experience, a rule that refers to a single value picklist can only refer to the current and previous value PRIORVAL of the picklist in a (valuefield, "textvalue") format. If it's a multi-select picklist, then you can use ISPICVAL(CONTAINS(valuefield, "textvalue1", textvalue2,...) or similar syntax (sorry, but I didn't have time to verify this is the correct way to order this before posting).

If you want the "Does not contain" or Boolean negative", you can use NOT(PICKVAL(valuefield, "textvalue") as an argument in your expression. What I've observed is that if you want if new value AND old value conditions type of validation rule, it's often best to set it up like: AND(ISPICKVAL(valuefield,"textvalue"), PRIORVAL("textvalue")). The editor will expect PRIORVAL to have an ISPICKVAL in front of it, but will only want one ISPICKVAL in the expression if there's two PICKVALS contained in the expression. The help on this is rather vague other than to tell you there are limitations on what you can do with PICKVALS.

Sometimes, it's nearly impossible to create a single validation rule for PICKVALS that address what you're trying to accomplish because they have so many limitations in SF. It can be very trying on one's patience and time-consuming. The syntax is quite different to what we're used to working with in APEX and other languages, or so it seems to me.

[SalesForce] Salesforce: Validation using two Picklist Fields

Try this as the condition

ISPICKVAL(OnBoarding_Setup__c, 'New Account')) &&
(
    ISPICKVAL(Office_Type__c, 'Blank') ||
    ISPICKVAL(Office_Type__c, 'Not Selected') || 
    /* Add more values here if needed, join them with "||" ("logical OR") */
    ISPICKVAL(Office_Type__c, '')
)

Although I admit I'm not sure if your picklist really has the values like "Blank"...

Best Answer

Related Solutions

[SalesForce] Validation rule to check picklist list values is not working if more than one word in picklist value

[SalesForce] Salesforce: Validation using two Picklist Fields

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