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Hello, we need opportunities to go through all the stages without jumps so I built the following validation rule to prevent stage jumps but it doesn't work.

What I'm doing wrong?

 

AND(ISCHANGED( StageName ), PRIORVALUE(StageName) = "Qualification", ISPICKVAL(StageName, "Commercial Offer"))

 

It is intended that between Qualification and Commercial offer stages there is another one that cannot be jumped.

답변 4개
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2023년 3월 29일 오후 12:00

    Hi,

     

    Courtesy of @Steve Molis, this is how you block stage skipping (please change the values to the API values of your stage field):

    AND(

    ISCHANGED(StageName),

    TEXT(StageName) <> "Closed Lost",

    CASE( StageName ,

    "Prospecting",1,

    "Qualification",2,

    "Needs Analysis",3,

    "Value Proposition",4,

    "Id. Decision Makers",5,

    "Perception Analysis",6,

    "Proposal/Price Quote",7,

    "Negotiation/Review",8,

    "Closed Won",9,

    0)

    >

    CASE(PRIORVALUE(StageName) ,

    "Prospecting",1,

    "Qualification",2,

    "Needs Analysis",3,

    "Value Proposition",4,

    "Id. Decision Makers",5,

    "Perception Analysis",6,

    "Proposal/Price Quote",7,

    "Negotiation/Review",8,

    "Closed Won",9,

    0)

    + 1

    )

    I've made an exception for Closed Lost as I assume you can lose a sale at any point in the opportunity lifecycle

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