(
OR(
NOT(ISPICKVAL( SBQQ__PrimaryQuote__r.SBQQ__Status__c , 'Approved')),
NOT(ISPICKVAL( SBQQ__PrimaryQuote__r.SBQQ__Status__c , 'Accepted')))
&&
ISPICKVAL( StageName , "Closed Won"))
Want it not to allow users to change opp to closed won when Primary Quote status is not equal to Approved or Accepted.
Muct be misisng something here....
4 answers
Alastair, I would clean up that validation rule a tad bit to be consitent with using either logical operator symbols (&&, ||) or text (AND, OR). Your VR will look like this:
AND (
ISCHANGED(StageName),
TEXT(StageName) = "Closed Won",
TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> 'Approved',
TEXT(SBQQ__PrimaryQuote__r.SBQQ__Status__c) <> 'Accepted'
)
The above should work. (I prefer using TEXT over ISPICKVAL)
