What would the validation rule be to stop users editing any opportunities fields with opportunities in an closed (won & lost) stage if the type field is renewal and new business?

I would like to stop users from editing closed opportunities (both won and lost) when they are within the opportunity type 'New Business' & 'Renewal'.

Fields:

Stage: "Closed Won", "Closed Lost", "Closed Won Renewal"

Type: "New Business" & "Renewal"

Code that doesn't work for me:

AND(

ISPICKVAL (Type, "Renewal"),

OR(

PRIORVALUE( IsClosed )<> FALSE,

IsWon = TRUE,

NOT(OR(

$Profile.Name = "System Administrator",

$Profile.Name = "Data Administrator"))

))

6 risposte

Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
25 mag 2018, 15:45
Weird! Can you tell me what are the API Names for the Picklist entries - Closed Won, Closed Lost etc. I mean even for the Type Picklist entry too.

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What would the validation rule be to stop users editing any opportunities fields with opportunities in an closed (won & lost) stage if the type field is renewal and new business?

Data Management

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