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Topics#Sales And MarketingPergunta de Anjana Abhin
Anjana Abhin (Capgemini) perguntou em #Sales And Marketing
17 de abr. de 2015, 06:02

Opportunity page is not allowed to be edited except by a System Administrator if Opportunity Stage is "Lost-AE Nurture" for 90 day or longer

Hi ,

 

I need to create a rule saying that if an Opportunity has been in Stage "Lost-AE Nurture" for 90 day or longer then the Opportunity page is not allowed to be edited except by a System Administrator Profile. As well as switch the Stage to "Lost".

 

Thanks ,

 

Anjana
4 respostas
  1. Sunil Sarilla (M&G Investments)
    17 de abr. de 2015, 08:56
    +1 Dipak

     

    The other possible solution is

     

    1. Create a Custom Date field

     

    2. Using a workflow rule with a field update action, update the Date in the Custom Date field when the Stage is set to Lost-AE Nurture

     

    3. Write a Validation Rule on Opportunity object that will not allow the users to edit opportunity that is in Lost - AE Nurture stage for 90 days or more

    AND(
    $Profile.Name <> "System Administrator",
    TODAY() - Custom_Date_Field__c>90
    )

    -----------------------------------------------------------------------

     

    For your workflow

     

    Evaluation Criteria:

     

    Created,Everytime is edited

     

    Rule Criteira:

     

    Formula Evaluates to True and Formula is

    AND(
    ISCHANGED(StageName),
    ISPICKVAL(StageName, "Lost - AE Nurture")
    )

    Immediate Action: Field Update

     

    Field to Update: Custom Date Field

     

    Use a formula to specify New value to the field and formula is

    TODAY()

     

     
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