I am requesting for the following update for the VR below.
AND (
$Profile.Name = "Due Diligence",
OR (
ISPICKVAL(StageName, "Research (AM)"),
ISPICKVAL(StageName, "Negotiation (AM)"),
ISPICKVAL(StageName, "Litigation (AM)"),
ISPICKVAL(StageName, "Working (AM)"),
ISPICKVAL(StageName, "Servicing (AM)"),
ISPICKVAL(StageName, "Final (AM)"),
ISPICKVAL(StageName, "Idle"),
ISPICKVAL(StageName, "Monitoring"),
ISPICKVAL(StageName, "Suspense"),
ISPICKVAL(StageName, "Qualifying"),
ISPICKVAL(StageName, "Proposing"),
ISPICKVAL(StageName, "Negotiating/Due Dilligence"),
ISPICKVAL(StageName, "Waiting for Data"),
ISPICKVAL(StageName, "Closed - Won"),
ISPICKVAL(StageName, "Closed - Lost"),
ISPICKVAL(StageName, "Closed"),
ISPICKVAL(StageName, "Pending (AM)")))
This VR restricts a user from Due Diligence to save a record in Opportunity when the above values are displayed
My request . . . . (Owner.Alias = "jherb") is part of Due Diligence Profile, however I am requesting if there is a way where only (Owner.Alias = "jherb") will be able to save an Opportunity record if those values are listed in a stage field.
I appreciate your time.
