CRM On Demand - Administration (MOSC)

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SR number validation on Task record

edited May 11, 2011 5:44AM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
 Hi,
Have a requirement to force the user to enter a value for the service request field - a default system defined look up field - when creating a new task from quick create, where if the activity type picklist has either the Client Repeat Call / Email or Escalation.

 I have tried with the following syntaxes:

1. NOT([<plActivity_Type_ITAG>]='Client Repeat Call/Email' OR [<ServiceRequestNumber>] IS NOT NULL ) AND NOT ([<plActivity_Type_ITAG>]='Escalation' OR [<ServiceRequestNumber>] IS NOT NULL)

2. [<plActivity_Type_ITAG>] <> LookupValue("OCC_CUST_LOV_ACTION_14", "Client Repeat Call/Email") AND [<plActivity_Type_ITAG>] <> LookupValue("OCC_CUST_LOV_ACTION_14", "Escalation") OR [<ServiceRequestNumber>] IS NULL

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