Dear Trailblazers, I am using a Validation rule to Prevent users from Skipping Lead Status but I recognized that one step isn't mandatory, Unqualified can be skipped or marked at any moment.
Here is the formula I used to prevent skipping the Status but I do not know yet how to allow users to adapt that for the explained requirements.
ISCHANGED(Status) && (
CASE( Status,
"New",1,
"Preliminary analysis",2,
"Unqualified",3,
"Add to XL",4,
"Qualified",5,
6)
-
CASE(PRIORVALUE(Status),
"New",1,
"Preliminary analysis",2,
"Unqualified",3,
"Add to XL",4,
"Qualified",5,
6)) >1
I would thank any help or hint I will receive.
To allow users to move between steps at 1 step at a time and don't go straight to the Qualified Status and they can reverse the selection, any step involves automation, but Qualified needs to be skippable. Hope I have been clear enough
