validation rule on create only causing problems on edit

Question

I have the following validation rule and I want it to only prevent creation of new opportunities if one already exists and is open (what Count of Opportunities is counting). However, I had an account executive unable to Close Won an existing Opportunity which is the only opp on the account because of it.

AND(

Account.Count_of_Opportunities__c>0,

$User.Title == "Account Executive",

isnew()

)

Sarvani Thota · Accepted Answer

Hi Ana,

The formula looks good and it should work as expected only preventing to create new opps if there is atleast one opportunity existing on the account. (I tested in my org with same and its wokring fine).

Please verify if there are any other similar validation rules on opportunities preventing user to edit. Also cross verify if the error message on the record is matching with your current validation rule error message.

Hope this helps!

Thanks

Developer Forums User (Inactive) · Answer

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validation rule on create only causing problems on edit

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