Thursday, 19 February 2015

1.Only System Administrator can change the Record lead stage.


AND($User.ProfileId<>'00ew00000012G2I',
ISPICKVAL(nnr_Status__c,'In Progress'),
OR(ISPICKVAL(Stage__c,'6 AML Incomplete - Follow up required'),
ISPICKVAL(NewAccountsStage__c,'7 AML Approved')),
NOT(ISCHANGED(DC_Request_Status__c)),
NOT(ISCHANGED(DC_Requested__c)),
NOT(ISCHANGED(DC_Notes__c))
)


2.Tax ID must be a 11 digit number in Argentina



AND(!ISBLANK(Tax_ID__c),$Profile.Name !="System Administrator", $Profile.Name !="Integration",
AND(ISPICKVAL( Global_Region__c , "LA"),ISPICKVAL( Market__c , "Argentina"),!REGEX(Tax_ID__c, "[0-9]{11}")))

3.when lead is converting check the tax is not empty.



AND
(
AND( $Profile.Name != "System Administrator", $Profile.Name != "Integration"),
AND(
NOT(ISPICKVAL(Market__c,"hyd")),
OR(
AND(
$Profile.Name = "Sales",
$RecordType.Name = "Marketing Lead",
IsConverted
),$Profile.Name = "Sales"
),
ISBLANK( Tax_ID__c),
ISPICKVAL( Global_Region__c ,"nnr")
))

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