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Hi, I have a condition

1.  Only finance profile can change Opportunity stage to Order booked.

2. Sales and MKT or particular user can change the opportunity stage to Business won. Based on below Validation user is still getting error while changing the stage.

 

OR(

AND(

TEXT(StageName) == "Order Booked",

$Profile.Name <> "Finance"),

 

AND (

TEXT(StageName) == "Business Won",

OR($Profile.Name <> "Sales and MKT ",$User.Id <> "00570000001XfVy")

 

))

4 respuestas
  1. 26 nov 2022, 04:42

    Hi ,

     

    OR(

    AND(

    TEXT(StageName) == "Order Booked",

    $Profile.Name <> "Finance"),

    AND (

    TEXT(StageName) == "Business Won",

    $Profile.Name <> "Sales and MKT ",

    $Profile.Name <> "Finance" ,

    $User.Id <> "00570000001XfVy"

    )

    )

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