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Validation for CnP_PaaS__C_P_Recurring__c field in Salesforce

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  • Validation for CnP_PaaS__C_P_Recurring__c field in Salesforce

    We have a workflow to name opportunities based on whether or not the transaction is a payment on a recurring gift. If it is, the name adds something like "Recurring Payment" to the record. Salesforce's ISNULL is no longer triggering our workflow so I switched to ISBLANK, which worked properly. But now I want to check to make sure it will add the words when it IS a recurring transaction. So I entered a dummy gift and tried to add a random value to that field, but I'm getting a validation error. I see no validation rules set up for that field, so it must be in Apex. Can you explain the validation so I can test my workflow by entering a valid dummy value? THank you.

  • #2
    Good day @Carl Paulsen

    The field which you are referring to is Lookup Field hence you can only check if it is null or not. You may use ISBLANK in the workflow since it is a lookup field.
    Regards,
    Click & Pledge Support Department

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    • #3
      Is it a lookup to a C&P transaction number or Order Number? Thanks!

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      • #4
        Since it is a Recurring object lookup, it is a lookup to C&P Recurring ID.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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