i need help writing a formula for a new validation rule in opportunities, what i need to do is, make it so that certain stages out of my picklist cannot be selected unless my "sign of complete" stage has been selected already
if any could help me this would make my week,
also if anyone has any sugestions on where i can learn to write formulas this would be a great help to me, i have done my saleforce 201 admin course but didnt go too in depth on the formulas for me to be able to write them from scratch my self .
Thanks guys
10 件の回答
Your approach is likely to fall short of your goals. Priorvalue does not read all historical data, only the the value that a field is changing from. In your formula, you are basically saying "do not let a user change to any value in this list when changing from any value in this list". So, when you change from Contract Accepted to Contract Issued to Client, it won't be allowed; when you change from Contract Issued to Sales Manager to Contract Document Prepared, it won't be allowed.
Further, you cannot specify a "changed value" for ISCHANGED. that function only accepts a field name, not ALSO a field value. It should read "ISCHANGED( StageName )"only. that is why you are likely getting your current syntax error.
Do you have workflows in your org? This is the most common approach to addressing your need.
