I need to prevent users from moving to the 'Ops Review' stage on a case until the related opportunity is stage = Closed Won.
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Eric Praud (Activ8 Solar Energies)HI Ash, I assume youhave a lookup on Cases to Opportunities? If so:
AND(ISCHANGED(Status), TEXT(Status)="Ops Review", TEXT(Opportunity__r.Stagename)<>"Closed Won")
