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Topics#Data ManagementAdmin Avideon の質問
Admin Avideon が「#Data Management」で質問
2015年1月7日 18:34

I have created a validation rule that is supposed to stop users from picking other stage values on creation

However once I save the record, the other stages can't be selected, which is fine.  However the one stage I want selected (Discovery) can't be chosen as well.  This only happens on creation of the record.

 

AND(

 

   OR (

 

   ISNEW(),

 

   (ISPICKVAL (StageName, "Discovery")),

 

       NOT(ISPICKVAL (StageName , "Qualified")),

 

       NOT(ISPICKVAL (StageName , "Proposal")),

 

       NOT(ISPICKVAL (StageName , " Confirmation ")),

 

       NOT(ISPICKVAL (StageName , "Selection")),

 

       NOT(ISPICKVAL (StageName , "Contractual Terms"))))
4 件の回答
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    2015年1月7日 18:44

    Alright! Can you try:

    AND(
        ISNEW(),
        OR(
            ISPICKVAL(StageName, "Qualified"),
            ISPICKVAL(StageName, "Proposal"),
            ISPICKVAL(StageName, "Confirmation"),
            ISPICKVAL(StageName, "Selection"),
            ISPICKVAL(StageName, "Contractual Terms"),
            IsClosed
        )
    )
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