CRM On Demand - Administration (MOSC)

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Lead Validation

edited Oct 25, 2013 6:32AM in CRM On Demand - Administration (MOSC) 7 commentsAnswered
We have 5 required fields for creating a Lead.

After going through the qualification stage, we nmark it qualified.

Before the status change, we need to make a couple of fields as required (with each having their own error message)

Can I do this using validation OR do I have to use workflows/process administration?

.

I used the following esxpression in field validation and it fails. I used it in workflow (before modified record saved) and it works. It also works in Process Administration.

NOT ([<Status>]=LookupValue("OCCAM_LEAD_STATUS", "Qualified") AND [<JobTitle>] IS NULL)

What do I need to change to make this work in validation?

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