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Topics#Data ManagementSteve Andruszka's Question
Steve Andruszka asked in #Data Management
Sep 11, 2013, 7:22 PM

prevent opportunity stage based on field

How can I create a validation rule that will prevent a User from selecting the Opportunity Stages of "Warm" or "Hot" unless the checkbox field on the Opportunity record "Communicated" is checked?

 

Thanks!
3 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Sep 11, 2013, 7:25 PM
    Hey Steve,

     

    AND(

     

             Communicated__c = FALSE,

     

             OR(

     

                    TEXT(StageName) = "Warm",

     

                    TEXT(StageName) = "Hot"

     

             )

     

    )

     

    Best,

     

    Deepak
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