CRM On Demand - Administration (MOSC)

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Field Validation on a Service Request picklist

edited Apr 5, 2011 5:47PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
 Hi - I need help with field validation.

We have various types of SRs on a picklist - we want to have one of these types, "Delivery", to have field validation, so when our sales reps choose this type of SR and try to save it, it will display an Error if they are missing some information on the Contact.

I went to Application Customization / Service Request / Service Request field setup / Type clicked on Edit and added the following code to the Field Validation:

=[<Type>] AND NOT (JoinFieldValue('<Contact>',[<ContactId>],'<WorkPhone>') IS NULL OR JoinFieldValue('<Contact>',[<ContactId>],'<CellularPhone>') IS NULL OR JoinFieldValue('<Contact>',[<ContactId>],'<DateofBirth>') IS NULL OR JoinFieldValue('<Contact>',[<ContactId>],'<MiddleName>') IS NULL) AND [<Type>]=LookupValue("SR_TYPE", "Delivery")

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