I would like to know how I can prevent a Sales Rep from moving the Opportunity Stage to the next unless they fill out X number of check boxes at each stage.

Question

I tried a validation rule but they still need to be able to update the opportunity just not the stage. Not sure if this has to be done with a trigger or if I can build a workflow rule or Process Builder to acomplish this. Thanks for your help.

Sunil Sarilla · Accepted Answer

Hi Eric,

You can accomplish this using a validation rule, your VR will be something like below

AND(
ISCHANGED(StageName),
TEXT(PRIORVALUE(StageName)) = "Old Stage",
TEXT(StageName) = "New Stage",
OR(
Checkbox_1__c = FALSE,
Checkbox_2__c = FALSE,
Checkbox_3__c = FALSE
)
)

Please use insert field names to get the api names of your checkbox fields

Daniela Schmitz · Answer

Maybe there is a easier way, but a nested OR formula might probably work, sort ot like OR( AND (StageName = "Phase1", ISBLANK (Checkbox1)),   AND (StageName = "Phase2", ISBLANK (Checkbox2)),   AND (StageName = "Phase3", OR( ISBLANK (Checkbox3),  ISBLANK (Checkbox4)))   )

I would like to know how I can prevent a Sales Rep from moving the Opportunity Stage to the next unless they fill out X number of check boxes at each stage.

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