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Topics#Data ManagementPregunta de Serena Shergill
Serena Shergill (PatSnap) ha preguntado en #Data Management
14 may 2018, 16:06

Validation Rule: for only System Admin & Data Admins only be able to edit particular fields of a closed won Opportunity

What would the Validation Rule be for System Admins & Data Admins to be only able to edit and change particular fields on the Opportunity Page Layout once the Opportunity stage has beenn marked Closed Won or Closed Won Renewal?

 

This formula below does not work, but something similar?

 

AND( 

 

$Profile.Name <> "System Administrator", 

 

IsWon = TRUE, 

 

PRIORVALUE(IsClosed) <> FALSE, 

 

OR( 

 

ISCHANGED(Amount), 

 

ISCHANGED(CloseDate), 

 

ISCHANGED(StageName), 

 

ISCHANGED(Type), 

 

ISCHANGED(Start_Date__c), 

 

ISCHANGED(End_date__c)))
8 respuestas
  1. Sunil Sarilla (M&G Investments)
    14 may 2018, 16:13
    Hi Serena,

     

    Whats not working with the formula?

     

    Do not Use IsClosed in the Validation rules, use the actual Stage Name

     

    Please give this a try

    AND(
    $Profile.Name <> "System Administrator",
    TEXT(PRIORVALUE(StageName)) = 'Closed Won',
    OR( 
    ISCHANGED(Amount), 
    ISCHANGED(CloseDate), 
    ISCHANGED(StageName), 
    ISCHANGED(Type), 
    ISCHANGED(Start_Date__c), 
    ISCHANGED(End_date__c)
     )
    )
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