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Topics#Sales And MarketingGreg Annunziata's Question
Greg Annunziata asked in #Sales And Marketing
Jun 19, 2013, 6:30 PM

Validation Rule: Require certain opp stage before sending out contract

I need to make it required for the opportunity stage to be set to 'Contract Out' before you're able to create a contract (the contract object in Salesforce).

 

Any help with the validation rule would be much appreciated!
4 answers
  1. Aiden Martin (Bell Aliant)
    Jun 19, 2013, 6:56 PM
    You'll need to have a Lookup Relationship field on the Contract object that links back to the opportunity records.  Once that is in place, you can create a validation rule on the Contract object that checks the Stage of the associated opportunity record.

     

    Try this:

     

    AND(

     

    ISNEW(),

     

    TEXT(Opportunity__r.StageName) <> "Contract Out"

     

    )

     

    This rule will only fire when you are creating a new contract record. Otherwise, it would prevent you from editing contracts when the stage has been moved to another value (ex Sold).

     

    Aiden
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