Validation Rule with both AND/OR logic












2














I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.



OR( 

NOT(ISPICKVAL(StageName, "Long Range Forecast")) , 

NOT(ISPICKVAL(StageName, "Discovery")), 

AND( 

ISBLANK( Length_of_SOW_Months__c )) 

)





validation







share|improve this question





























    2














    I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.



    OR( 
    
NOT(ISPICKVAL(StageName, "Long Range Forecast")) , 
    
NOT(ISPICKVAL(StageName, "Discovery")), 
    
AND( 
    
ISBLANK( Length_of_SOW_Months__c )) 
    
)





    validation







    share|improve this question



























      2












      2








      2







      I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.



      OR( 
      
NOT(ISPICKVAL(StageName, "Long Range Forecast")) , 
      
NOT(ISPICKVAL(StageName, "Discovery")), 
      
AND( 
      
ISBLANK( Length_of_SOW_Months__c )) 
      
)





      validation







      share|improve this question















      I need to require the Length of SOW field to be entered if the opp is not in Long Range Forecast or Discovery stage. If I just have one of the stages in the formula, it fires just as expected. Once I add in the OR with the other stage, it does not fire as expected and is requiring the field to be entered for all stages.



      OR( 
      
NOT(ISPICKVAL(StageName, "Long Range Forecast")) , 
      
NOT(ISPICKVAL(StageName, "Discovery")), 
      
AND( 
      
ISBLANK( Length_of_SOW_Months__c )) 
      
)





      validation




      validation






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited 2 days ago









      David Reed

      31.2k61746




      31.2k61746










      asked 2 days ago









      Laura BabbLaura Babb

      468




      468






















          1 Answer
          1






          active

          oldest

          votes


















          4














          Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.



          AND( /* This ensures all the condition are met*/
          
    ISBLANK( Length_of_SOW_Months__c ),
          
    TEXT(StageName)<>"Discovery",
          
    TEXT(StageName)<>"Long Range Forecast"
          
 )


          Edit: Based on Adrians Comments



          Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.



          AND(ISBLANK( Length_of_SOW_Months__c ),
          
    CASE(StageName,
          
        "Discovery", 1,
          
        "Long Range Forecast", 1,
          
        0)=0
          
    )





          share|improve this answer























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            1 Answer
            1






            active

            oldest

            votes









            active

            oldest

            votes






            active

            oldest

            votes









            4














            Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.



            AND( /* This ensures all the condition are met*/
            
    ISBLANK( Length_of_SOW_Months__c ),
            
    TEXT(StageName)<>"Discovery",
            
    TEXT(StageName)<>"Long Range Forecast"
            
 )


            Edit: Based on Adrians Comments



            Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.



            AND(ISBLANK( Length_of_SOW_Months__c ),
            
    CASE(StageName,
            
        "Discovery", 1,
            
        "Long Range Forecast", 1,
            
        0)=0
            
    )





            share|improve this answer




























              4














              Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.



              AND( /* This ensures all the condition are met*/
              
    ISBLANK( Length_of_SOW_Months__c ),
              
    TEXT(StageName)<>"Discovery",
              
    TEXT(StageName)<>"Long Range Forecast"
              
 )


              Edit: Based on Adrians Comments



              Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.



              AND(ISBLANK( Length_of_SOW_Months__c ),
              
    CASE(StageName,
              
        "Discovery", 1,
              
        "Long Range Forecast", 1,
              
        0)=0
              
    )





              share|improve this answer


























                4












                4








                4






                Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.



                AND( /* This ensures all the condition are met*/
                
    ISBLANK( Length_of_SOW_Months__c ),
                
    TEXT(StageName)<>"Discovery",
                
    TEXT(StageName)<>"Long Range Forecast"
                
 )


                Edit: Based on Adrians Comments



                Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.



                AND(ISBLANK( Length_of_SOW_Months__c ),
                
    CASE(StageName,
                
        "Discovery", 1,
                
        "Long Range Forecast", 1,
                
        0)=0
                
    )





                share|improve this answer














                Your logical condition is wrong. You will have to use AND condition with negation of the both the stage values like below.



                AND( /* This ensures all the condition are met*/
                
    ISBLANK( Length_of_SOW_Months__c ),
                
    TEXT(StageName)<>"Discovery",
                
    TEXT(StageName)<>"Long Range Forecast"
                
 )


                Edit: Based on Adrians Comments



                Its also ideal to reduce the the reference count to picklist as were checking for stage name multiple times, so we can leverage CASE function here.



                AND(ISBLANK( Length_of_SOW_Months__c ),
                
    CASE(StageName,
                
        "Discovery", 1,
                
        "Long Range Forecast", 1,
                
        0)=0
                
    )






                share|improve this answer














                share|improve this answer



                share|improve this answer








                edited 2 days ago

























                answered 2 days ago









                codeyinthecloudcodeyinthecloud

                3,3851426




                3,3851426






























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