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Topics#Data ManagementFrage von Anne Larsen
Anne Larsen (FrontStream) fragte in #Data Management
23. Aug. 2017, 15:38

created validation rule to ensure opps with certain record types are set to stage of Verbal Commitment prior to be flipped to Won

I need to have opportunites be set to a stage of Verbal Commitment to kick of some record creations via process builder before they closed won. But i am running into issues when flipping things to closed won or when an opp is closed won and billing needs to edit an unrelated field

 

AND(PRIORVALUE( StageName ) <>"Verbal Commitment",

 

 ISCHANGED( StageName ), 

 

 IsWon   =   True,

 

  OR(RecordType.Id = "012400000005gyM", RecordType.Id = "01240000000cnm0", RecordType.Id = "01240000000QJwL", RecordType.Id = "012400000005gyO",RecordType.Id="012S00000004r1T")

 

)

 

Me and validation rules don't get along so i hope it is something simple i am overlooking

 

Thanks
6 Antworten
  1. Amit Singh (PantherSchools)
    23. Aug. 2017, 16:56

    Use Below Rule

    AND(
    	NOT(TEXT(PRIORVALUE( StageName )) = "Verbal Commitment"),
    	ISCHANGED( StageName ), 
    	CASE( StageName,
    		'Closed Won' ,  1,
    		'Signed' , 1,
    	0) = 1,
    	CASE( RecordType.NAME, 
    		"RecordType 1" , 1,
    		"RecordType 2" , 1,
    		"RecordType 3" , 1,
    		"RecordType 4" , 1,
    		"RecordType 5" , 1,
    	0) = 1
    )

     

     
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