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Topics#Data ManagementPergunta de Eric Vitucci
Eric Vitucci (EMS by DEA) perguntou em #Data Management
30 de dez. de 2015, 19:30

I would like to know how I can prevent a Sales Rep from moving the Opportunity Stage after a Gate complete field = 100 for each stage.

This is what I have build we have 6 stages some of them work but 2,4,6 don't work. Not sure why. Also I have 6 different rules not sure if they should just be one rule?

 

AND( 

 

ISCHANGED(StageName), 

 

TEXT(PRIORVALUE(StageName)) = "Stage 2", 

 

TEXT(StageName) = "Stage 3", 

 

OR( 

 

Stage_Two_Gate_Complete__c <100))
24 respostas
  1. Brian Makas (N/A)
    30 de dez. de 2015, 21:07
    Woohoo!

     

    Here's the full query with Sys Admin exclusion, if you have any other admin profiles that should not be subject you can add them below as well in the same manner.

     

    OR( 

     

    AND(

     

    ISNEW(), 

     

    TEXT(StageName) <> "Stage 1",

     

    $Profile.name <> "System Administrator"

     

    ),

     

    AND(

     

    ISCHANGED(StageName), 

     

    $Profile.name <> "System Administrator",

     

    OR(

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 1", 

     

    TEXT(StageName) = "Stage 2", 

     

    Suspect_Gate_Complete__c <> 1 

     

    ), 

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 2", 

     

    TEXT(StageName) = "Stage 3", 

     

    Stage_Two_Gate_Complete__c <>1 

     

    ), 

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 3", 

     

    TEXT(StageName) = "Stage 4", 

     

    Stage_Three_Gate_Complete__c <>1 

     

    ), 

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 4", 

     

    TEXT(StageName) = "Stage 5", 

     

    Stage_Four_Gate_Complete__c <>1 

     

    ), 

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 5", 

     

    TEXT(StageName) = "Stage 6", 

     

    Stage_Five_Gate_Complete__c <>1 

     

    ), 

     

    AND( 

     

    TEXT(PRIORVALUE(StageName)) = "Stage 6", 

     

    TEXT(StageName) = "Closed/Won", 

     

    Stage_Six_Gate_Complete__c = <>1 

     

    )

     

    )

     

    )

     

    )

     

     
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