I have a validation rule in place for a custom Probability % field on the Opportunity. It forces certain profiles to update the field every time they edit the Opportunity record at certain stages of the opp. The issue I am having is that now they are unable to add Product Line Items to the Opp at those specified stages - getting an error saying they must update the Probability field but this is not possible when trying to add a Line Item.
Is there a way to allow Product Line Items to be added to the Opp without an error? Formula I am using is below.
Any help would be greatly appreciated!
AND( OR( ISPICKVAL(StageName, 'Proposed and Quoted'), ISPICKVAL(StageName, 'Design Review'), ISPICKVAL(StageName, 'Customer Evaluation'), ISPICKVAL(StageName, 'Shortlist'), ISPICKVAL(StageName, 'Negotiation') ), OR($Profile.Name = "Customer Relationship Manager/Network Services", $Profile.Name = "New Business Sales", $Profile.Name = "Sales", $Profile.Name = "Sales Manager"), NOT(ISCHANGED(Probability__c )))
@Formulas - Help, Tips and Tricks
So something like this?
AND(
ISCHANGED( StageName ),
OR(
ISPICKVAL(StageName, 'Proposed and Quoted'),
ISPICKVAL(StageName, 'Design Review'),
ISPICKVAL(StageName, 'Customer Evaluation'),
ISPICKVAL(StageName, 'Shortlist'),
ISPICKVAL(StageName, 'Negotiation')
),
OR(
$Profile.Name = "Customer Relationship Manager/Network Services",
$Profile.Name = "New Business Sales",
$Profile.Name = "Sales",
$Profile.Name = "Sales Manager"
),
NOT(ISCHANGED(Probability__c ))
)
