This is what I have so far:
OR(
ISPICKVAL( StageName, "Deferred Opportunity"),true,
ISPICKVAL( StageName, "Webex Complete"),true,
ISPICKVAL( StageName, "Id. Decision Makers"),true,
ISPICKVAL( StageName, "GM/DP Webex needed"),true,
ISPICKVAL( StageName, "second Webex set"),true,
ISPICKVAL( StageName, "Second WX Complete"),true,
ISPICKVAL( StageName, "Third WX"),true,
ISPICKVAL( StageName, "Proposal/Price Quote"),true,
ISPICKVAL( StageName, "Onsite Visit Requested"),true,
ISPICKVAL( StageName, "Onsite Visit Completed"),true,
ISPICKVAL( StageName, "Negotiation/Review"),true,
ISPICKVAL( StageName, "Pending Installment Approval"),true,
ISPICKVAL( StageName, "Installments Approved"),true,
ISPICKVAL( StageName, "Closed or Won"),true,
ISPICKVAL( StageName, "Closed or Lost"),true,
IF(
ISPICKVAL(StageName, "Prospect"),true,false))
I'm not getting any syntax errors, but it won't let me place the opportunity into any stages other than "Prospect" when I'm testing it. Any stage other than "Prospect" throws the error message. Obviously we want to advance the stages forward, just not back to "Prospect".
As always, your help is greatly appreciated.
145 respostas
Here's one I wrote using a CASE function and some basic math that you can hack up and use.
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,
"Closed Lost",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,
"Closed Lost",9,0)
