Hi SF Community,
I'm looking to add an additional line to the validation rule that specifies only a certain opportunity record type, but need help with the syntax. This validation rule won't allow sales reps to move opps to 90% without going through the approval process from 75%-90%-100%. However, Existing Opps only need to go 90% to 100% for approval, so I need some help.
This is the syntax for the rule now, but I need to allow "Exisitng Business" Opportunities to be exclued but include "New Business" Opportunities.
AND(ISPICKVAL(StageName , "Procurement"), $User.FirstName <> "Brooks", $User.LastName <> "Busch", Account.RecordType.Name <> "Channel Partner Client")
If anyone could help me edit or re-create this, please comment below!
Thanks,
-Drew
starting with this: AND(
ISPICKVAL(StageName , "Procurement"),
$User.FirstName <> "Brooks",
$User.LastName <> "Busch",
Account.RecordType.Name <> "Channel Partner Client"
)
just add another condition to the AND if you want to make sure another Record Type triggers the error
RecordType.Name <> "Opp Record Type"AND(
ISPICKVAL(StageName , "Procurement"),
$User.FirstName <> "Brooks",
$User.LastName <> "Busch",
Account.RecordType.Name <> "Channel Partner Client",
RecordType.Name <> "The Opp Record Type"
)
