I need to prevent users from moving to the 'Ops Review' stage on a case until the related opportunity is stage = Closed Won.
6 respuestas
Eric Praud (Activ8 Solar Energies) 
Forum Ambassador
HI Ash, I assume youhave a lookup on Cases to Opportunities? If so:
AND(ISCHANGED(Status), TEXT(Status)="Ops Review", TEXT(Opportunity__r.Stagename)<>"Closed Won")
