We have a Validation formula that works in concert with an Approval Process. Below are both of them described followed by a question.
a. Approval Process says that a user can run the Approval process when the picklist field "Stage" is blank on a Growth Opportunity.
b. Validation formula is below. Goal of using a. and b. together: We do not want our users to select key picklist options from the field "Stage" on a Growth Opportunity record unless that record has gone through the Approval Process (key picklist options that aren't allowed without approval are below). All other picklist options must be available to the users whether the record has gone through approval or not (that list is also below). And a user should be able to run the record through the approval process if either of the "allowed" approval options below is selected in the record. Stage options not allowed without approval:
- Stage 0
- Stage 1
- Stage 2
- Stage 3
- Stage 4
- Stage 5
- Stage 6
- Bid Won
Stage options that must be allowed without approval:
- Lead
- Long Term
- Bid Lost
- Cancelled
- Contract Ended
- No Bid
- Protest
Validation Formula:
AND(
ISCHANGED( TM_GovSuite__Stage__c ) ,
New_Opp_AP_Check_Backend__c = FALSE,
CASE( TM_GovSuite__Stage__c ,
'Bid Lost', 1,
'Cancelled', 1,
'No Bid', 1,
'Contract Ended', 1,
'Protest', 1,
'Long-Term Positioning', 1,
'Lead',1,
0 ) = 0
)
Question: does it make sense to couple the approval process and a validation formula for this? The way I have it - the process isn't working. How can I make it possible?
