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Philipp Mathis 님이 #Data Management에 질문했습니다
Hello Community

 

I'd like to set-up something like a "verification rule" so everytime someone tries to change the status of a lead to unqualified without adding something to or editing the description field (they would need to leave a comment why it is unqualified) it wouldn't be possible to save this action. So that the users are getting reminded to leave this comment.

 

Can you help me?

 

Greetings,

 

Philipp
답변 3개
  1. 2017년 8월 16일 오전 11:18

    Create a validation rule for this

    IF(

    AND(

    NOT(ISCHANGED(Description)),

    ISPICKVAL(Status, 'unqualified'),

    NOT(PRIORVALUE(STATUS)='unqualified')

    ),

    true,

    false

    )

     

     
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