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Topics#Sales And MarketingPregunta de Nick Boeka
Nick Boeka preguntó en #Sales And Marketing
5 jun 2012, 20:56

Opportunity Stage Validation Rule - dependent custom field values

I'm having some difficulty getting my nesting correct for a validation rule I'm trying to design for controlling reps from moving an opportunity into stages past a particular stage, without having a checkbox marked.  On top of that, I want particular profiles to be ignored when assessing the rule.  For example:

 

If an administrator wants to change the opportunity stage, they can select any stage they want.

 

If a sales rep wants to change the opportunity stage to probability % greater than or equal to 75%, there has to be a custom checkbox field marked as TRUE

 

Here's the validation rule format that I have setup......

 

AND ( 

 

AND ( 

 

Probability >= 0.75, 

 

Mgr_Go_No_Go_Verification__c = FALSE), 

 

OR( 

 

NOT($

Profile.Name = "System Administrator"), 

 

OR (NOT($

Profile.Name = "Sales Manager")), 

 

OR (NOT($

Profile.Name = "Job Board")), 

 

OR (NOT($

Profile.Name = "Partner Operations")) 

 

))

 

I get no syntax errors, however, it is not letting reps edit the opportunity without throwing the error.  Not sure where it's tripping the rule to true, to fire the error.
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