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Topics#Data ManagementPergunta de Serena Shergill
Serena Shergill (PatSnap) perguntou em #Data Management
25 de mai. de 2018, 15:35

What would the validation rule be to stop users editing any opportunities fields with opportunities in an closed (won & lost) stage if the type field is renewal and new business?

I would like to stop users from editing closed opportunities (both won and lost) when they are within the opportunity type 'New Business' & 'Renewal'.

 

Fields:

 

Stage: "Closed Won", "Closed Lost", "Closed Won Renewal"

 

Type: "New Business" & "Renewal"

 

Code that doesn't work for me:

 

AND( 

 

ISPICKVAL (Type, "Renewal"), 

 

OR( 

 

PRIORVALUE( IsClosed )<> FALSE, 

 

IsWon = TRUE, 

 

NOT(OR( 

 

$Profile.Name = "System Administrator", 

 

$Profile.Name = "Data Administrator")) 

 

))
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