Hi everyone! I am trying to set up a validation rule on Opportunity object to prevent Sales Reps from skipping sales stages. I found a similar question asked here a while ago and used the formula example but it's still seem to be not be working. What I am missing here? Any guidance will be much appreciated!!
AND ($Profile.Name <> "Admin Profile", ISCHANGED(StageName) && ( CASE( StageName , "0. Initial Conversation",1, "1. Discovery",2, "2. Consensus",3, "3. Tech Eval",4, "4. Business Negotiation",5, "5. Legal Review",6, "Closed Won",7, "Closed Lost",0,0) < CASE(PRIORVALUE(StageName) , "0. Initial Conversation",1, "1. Discovery",2, "2. Consensus",3, "3. Tech Eval",4, "4. Business Negotiation",5, "5. Legal Review",6, "Closed Won",7, "Closed Lost",0,0) + 1 ))
AND(
$Profile.Name <> 'System Administrator',
RecordType.Name = "New Opportunity",
ISCHANGED(StageName),
TEXT( StageName ) <> 'Closed Lost',
CASE( StageName ,
'0. Initial Conversation',1,
'1. Discovery',2,
'2. Consensus',3,
'3. Tech Eval',4,
'4. Business Negotiation',5,
'5. Legal Review',6,
'Closed Won',7,
0)
<>
CASE(PRIORVALUE(StageName) ,
'0. Initial Conversation',1,
'1. Discovery',2,
'2. Consensus',3,
'3. Tech Eval',4,
'4. Business Negotiation',5,
'5. Legal Review',6,
'Closed Won',7,
0 ) + 1
)
