Closed - Lost to required field Reason Lost

[Grifmang]

Hey there all. I'm trying to create a validation rule, that says when an Opportunity Stage is set to Closed - Lost, then a required field comes up "Reason Lost". This is what I have as of now, and it is not working ..

AND (
OR (
ISPICKVAL( StageName, "Closed Lost")),
ISNULL(Reason_Lost__c )
)

 Thanks for all the help.

[Stevemo · Accepted solution]

Here's one that I wrote for my SFDC.Org, you don't have to evaluate the Oppotyunity Stage, you can use the IsClosed and IsWon fields, which makes it a lot easier if your SFDC.Org has multiple Sales Processes.

AND (IsClosed , 
NOT(IsWon), 
ISPICKVAL( Loss_Reason__c ,""))

 my Loss Reason field is a Picklist , but you can use LEN, ISBLANK, or ISNULL if you have a Text Field

AND (IsClosed , 
NOT(IsWon), 
LEN(Loss_Reason__c) < 1)
AND (IsClosed , NOT(IsWon), 
ISNULL(Loss_Reason__c))
AND(IsClosed,
NOT(IsWon),
ISBLANK(Loss_Reason__c))  

 

Message Edited by Stevemo on 02-24-2010 03:41 PM

[Grifmang]

Ok Thanks Steve, I'll check it out, and mark accordingly.

[Grifmang]

Is there a way I can make that field required only if Closed Lost is chosen ?

Or is there a way to make that field only visible if Closed Lost is chosen ?

I'm using Professional Edition, just in case you needed to know that.

EDIT --- nvm I got it working with your first code example.

Thanks again sir.

Message Edited by Grifmang on 02-24-2010 01:30 PM

[Stevemo]

I'm not sure what you mean, do you mean using only StageName instead of IsClosed/IsWon?

I guess then you'd do something like

AND(ISPICKVAL(StageName, "Closed Lost"),ISNULL( Reason_Lost__c  ))

[Grifmang]

To answer your last question, I basically was just wondering if there was a way for my "Reason Lost" field to be hidden unless "Closed - Lost" was selected from a picklist.

But needless to say I was able to get it working using the LEN example you gave.