The formula currently prevents the user from selecting "Closed Won" as the stage IF they have not included a Sales Order Number, a PO Number AND flagged lines as purchased on the quote.
I would like to amend the formula so that a user can enter "RMA" in the Sales Order Number (text) field which will allow the stage to be Closed Won without having purchased lines on the quote.
Thank you in advance for any assistance you can provide.
AND(
ISPICKVAL( StageName , "Closed Won"),
OR(
ISBLANK ( Sales_Order_Number__c ),
ISBLANK ( PO_Number__c ),
HasPurchasedQLs__c =false
)
)
3 件の回答
Hi Kim,
Try the formula below:AND(
ISPICKVAL( StageName , "Closed Won"),
ISCHANGED( StageName),
OR(
ISBLANK ( Sales_Order_Number__c ),
ISBLANK ( PO_Number__c ),
AND(
HasPurchasedQLs__c =false,
Sales_Order_Number__c<>'RMA'
)
)
)
This will prevent the the stage from moving to closed won if
HasPurchasedQLs__c is equal to false and Sales Order Number is equal to RMA.
I also modified your formula so that it will only be triggered if the Stage has been changed.
Hope it helps!
