I am adjusting a validation rule that my org already has and I added two lines about the recordtype.name to exclude this validation rule from working on those two record types because they are not revenue dependent. The goal of the validation rule is to stop certain fields from being able to be changed in a prior month unless it is offiicially being adjusted. But it is still not letting me edit the close date on an opportunity with the Planned Gift Record Type. Can anyone see what I did wrong? What I added is bolded and underlined. AND ( (NOT(ISPICKVAL(Accounting_Status__c ,"Adjustment"))), (NOT($Setup.Accounting_Closed_Date__c.Disable_Accounting_Validation__c)), (PRIORVALUE(IsWon) = TRUE), (NOT(RecordType.Name = "Planned Gift")),
(NOT (RecordType.Name = "Grant")),
or( ISCHANGED(StageName), ISCHANGED(CloseDate), ISCHANGED(Region__c), ISCHANGED(Country__c), ISCHANGED(X100_Project_donation__c), ISCHANGED(X90_Donation__c), ISCHANGED(InKind_Donation__c), ISCHANGED(Trip_Donation_Category__c), ISCHANGED(Out_of_Budget_projects__c), ISCHANGED(Booked_Pledge__c), ISCHANGED(Campaign_Region__c), ISCHANGED(Check_to_FWLEI__c), ISCHANGED(Campaign_GL__c), ISCHANGED(Adjustment_Reason__c), ISCHANGED(Adjustment_Date__c), ISCHANGED(Campaign_Category__c), ISCHANGED(Campaign_Acct_Fund__c), ISCHANGED(Amount)) , CloseDate < $Setup.Accounting_Closed_Date__c.Monthend_Close_Date__c)
Are you all set? or do you still need help with this?
