Hello, we need opportunities to go through all the stages without jumps so I built the following validation rule to prevent stage jumps but it doesn't work.
What I'm doing wrong?
AND(ISCHANGED( StageName ), PRIORVALUE(StageName) = "Qualification", ISPICKVAL(StageName, "Commercial Offer"))
It is intended that between Qualification and Commercial offer stages there is another one that cannot be jumped.
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Eric Praud (Activ8 Solar Energies)Hi,
Courtesy of @Steve Molis, this is how you block stage skipping (please change the values to the API values of your stage field):
AND(
ISCHANGED(StageName),
TEXT(StageName) <> "Closed Lost",
CASE( StageName ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
0)
>
CASE(PRIORVALUE(StageName) ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
0)
+ 1
)
I've made an exception for Closed Lost as I assume you can lose a sale at any point in the opportunity lifecycle
