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Topics#Data ManagementStephanie Holt의 질문
Stephanie Holt (Revulytics) 님이 #Data Management에 질문했습니다
2018년 12월 20일 오후 4:45

What's wrong with this Validation Rule on Forecast Category?

I'm trying to prevent a rep from moving "backwards" in Forecat Category once a deal has been moved to "Forecast" (Commit). I created the validation rule below, and got no sytax errors. However, when I log in as the Opportunity Owner and change the stage back down to a value that dynamically sets the Forecast Category to "Pipeline", it allows the user to save and the validation does not fire. I want the user to be able to move the deal back down a stage, but once the deal is committed, the forecacst category must remain at "Forecast"

 

 

AND( PRIORVALUE( ForecastCategoryName )  = "Forecast",
      OR( ISPICKVAL( ForecastCategoryName , "Pipeline") ,
          ISPICKVAL( ForecastCategoryName , "Best Cast") 
         ) 
     )

 

 
답변 6개
  1. Sunil Sarilla (M&G Investments)
    2018년 12월 20일 오후 5:35
    Hi Stephanie,

     

    The formula should be as below

    AND( TEXT(PRIORVALUE( ForecastCategoryName ))  = "Forecast",
          OR( ISPICKVAL( ForecastCategoryName , "Pipeline") ,
              ISPICKVAL( ForecastCategoryName , "Best Cast") 
             ) 
         )

     

     
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