Custom validation rule not working

Question

Hi,

I am trying to build a validation rule that does not allow the close date to be updated for Renewal Opportunities when the stage is not Active or Negotiating.

Below is how I have it setup but it doesn't appear to be working.

Appreciate your advise.

Vinitha Subramanya · Accepted Answer

Hi Ankaiah,

This is my updated rule right now and happens to work correct. Using the right Recordtype Name field helped

AND(
RecordType.Name = '(US) LEAP Renewal',
ISCHANGED( CloseDate), 
TEXT(StageName) <>  'Active',
TEXT(StageName) <> 'Negotiating'
)

Ankaiah Bandi · Answer

Hi Vinitha, Please dont use hard coded id values for record type.. because it differs sanbox to sandbox. try with below. AND($RecordType.DeveloperName='Renewal_Opportunity', ISCHANGED(CloseDate), OR(NOT(ISPICKVAL(StageName,"Active")),NOT(ISPICKVAL(StageName,"Negotiating")))) If this helps, Please mark it as best answer. Thanks!!

Custom validation rule not working

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