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We have a field "# times Close Date has changed" and Validation Rule that states:

 

- Opportunity Close Date can NOT be changed 5 or more times.

 

I want to add to this by adding Opportunity Stages. Only trigger the Validation Rule IF the Opportunity is not moving to one of these Stages: 

 

- Closed Won, Closed Lost, Cancelled

 

If it is moving to one of those stages, "# times Close Date has changed" can be changed more than 5 times if needed.

4 respuestas
  1. 22 may 2023, 15:39

    @Christopher Pustizzi,

    Also try this:

    AND(

    ISCHANGED(CloseDate),

    NOT(ISNEW()),

    NOT(ISPICKVAL(StageName, "Closed Won")),

    NOT(ISPICKVAL(StageName, "Closed Lost")),

    NOT(ISPICKVAL(StageName, "Cancelled")),

    #_times_Close_Date_has_changed__c >= 5

    )

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