Skip to main content
Topics#Data ManagementDomanda di Serena Shergill
Serena Shergill (PatSnap) ha fatto una domanda in #Data Management
15 ago 2018, 13:50

Validation Rule - Only allow Forecast Value 'Omitted' to be selected by Closed Lost Stage

Would like Forecast Category Value 'Omitted' to only be selected once the Opportunity Stage is 'Closed Lost' or 'Closed Lost Renewal' 
2 risposte
  1. Jeffrey J (-)
    15 ago 2018, 13:57
    Hi Serena

     

    Try this (Make sure you replace the field names with the correct api names in the rule below)
    AND(
    ISPICKVAL(Forecast category, "Omitted"),
    NOT(ISPICKVAL(Stage, "Closed Lost")),
    NOT(ISPICKVAL(Stage, "Closed Lost Renewal"))
    )
Scrivi una risposta...
0/9000