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Topics#Data ManagementQuestion de Neena Salazar
Neena Salazar a posé une question dans #Data Management
16 déc. 2016, 19:15

Lock Opportunity Stage

I need to lock the Opportunity "Stage" field once it is put into a specific stage. Only editable by a System Admin. 

 

I have made it so that the Opportunity Record Type changes to a locked record once moved to "Deal Complete, Contract Complete". This locks everything on the opportunity, but it won't let me know the Stage field. 
8 réponses
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    16 déc. 2016, 19:23
    Opps! Forgot to add the exclusion of the System Administrator:

     

     

    AND(
        TEXT(PRIORVALUE(StageName)) = "Some Locked Stage Name Here",
        ISCHANGED(StageName),
        $Profile.Name <> "System Administrator"
    )
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