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Topics#Sales CloudPregunta de Tyler Schmidt
Tyler Schmidt (Sitecore) preguntó en #Sales Cloud
30 mar 2023, 22:25

Merging Two Validation Rules Into One

Both of these two validation rules are working on their own, but I need to combine the second one into the first one. However, I need the fields on the second one to only be available for those in this permission set = $Permission.Sales_Operations. I am not sure whether to use an OR statement or how to make this work. Any help is much appreciated!

 

Validation Rule One

 

NOT(ISCHANGED(Ignore_Validation__c)),

NOT(ISCHANGED( Closed_Lost_Date__c )),

NOT(ISCHANGED( Closed_Won_Date__c )),

NOT(ISCHANGED( Closed_Won_Reason__c )),

NOT(ISCHANGED( Closed_Lost_Reason__c )),

 

OR(ISPICKVAL(PRIORVALUE(StageName), 'Closed Won'), ISPICKVAL(PRIORVALUE(StageName), 'Closed Clean Up'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed - Qualified Out'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed Lost'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed Booked')) ,

 

NOT(

ISNEW()),

$Permission.Order_Activation_permission = false,

$Permission.Opportunity_Order_and_Book_Opportunities = false,

$Permission.Sales_Operations = false,

$Permission.Validation_Bypass_Exception = false,

$Profile.Name <> "Apps Integration"

 

Validation Rule Two

 

NOT(ISCHANGED(Ignore_Validation__c)),

AND(NOT(ISCHANGED( MD_Opportunity_Type__c )),

NOT(ISCHANGED( Type )),

NOT(ISCHANGED( Licence_type__c )),

NOT(ISCHANGED( Win_Loss_Reason__c )),

NOT(ISCHANGED( Subscription_Category__c ))

 

),

 

OR(ISPICKVAL(PRIORVALUE(StageName), 'Closed Won'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed Clean Up'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed - Qualified Out'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed Lost'),

ISPICKVAL(PRIORVALUE(StageName), 'Closed Booked')) ,

 

NOT(

ISNEW()),

$Permission.Sales_Operations = false

 

#Sales Cloud

1 respuesta
  1. Rakesh Kumar Samal (Intelogik)
    31 mar 2023, 00:41

    Hello @Tyler Schmidt , Try this:

    AND(
      NOT(ISCHANGED(Ignore_Validation__c)),
      OR(
        ISPICKVAL(PRIORVALUE(StageName), 'Closed Won'),
        ISPICKVAL(PRIORVALUE(StageName), 'Closed Clean Up'),
        ISPICKVAL(PRIORVALUE(StageName), 'Closed - Qualified Out'),
        ISPICKVAL(PRIORVALUE(StageName), 'Closed Lost'),
        ISPICKVAL(PRIORVALUE(StageName), 'Closed Booked')
      ),
      NOT(ISNEW()),
      $Permission.Order_Activation_permission = false,
      $Permission.Opportunity_Order_and_Book_Opportunities = false,
      $Permission.Validation_Bypass_Exception = false,
      $Profile.Name <> "Apps Integration",
      OR(
        $Permission.Sales_Operations = true,
        AND(
          NOT(ISCHANGED( MD_Opportunity_Type__c )),
          NOT(ISCHANGED( Type )),
          NOT(ISCHANGED( Licence_type__c )),
          NOT(ISCHANGED( Win_Loss_Reason__c )),
          NOT(ISCHANGED( Subscription_Category__c ))
        )
      )
    )
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