AND(
ISPICKVAL(LeadSource, "Sales Generated"),
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "ZoomInfo")) ||
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "Not Defined")),
$Profile.Name = "Sales User" ||
$Profile.Name = "Director"
)
The problem is that it won't allow Sales & Director users to save any changes to a lead that is already noted as lead source "Sales Generated". How do I change this VR to ignore that? I tried adding the third line:
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "ZoomInfo")) ||
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "Not Defined")) ||
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "Sales Generated")),
But somehow that made it so that the lead with the source "Sales Generated" could only be saved if they changed the Lead Source from "Sales Generated" to something else.
Very puzzling! Any ideas?
- Alicia
6 réponses
try this, it will only run when the lead source value is changed (priorValue not equal to new value)
AND(
ISCHANGED(LeadSource) ,
ISPICKVAL(LeadSource, "Sales Generated"),
NOT(ISPICKVAL(PRIORVALUE(
LeadSource), "ZoomInfo")) ||
NOT(ISPICKVAL(PRIORVALUE(LeadSource), "Not Defined")),
$Profile.Name = "Sales User" ||
$Profile.Name = "Director"
)
