I am trying to Restrict Opportunity Stage pick-list value based on Profile... My code as below
AND(
$Profile.Name <> "System Administrator",
$Profile.Name <> "Sales Manager",
$Profile.Name <> "Standard User",
ISCHANGED(StageName),
TEXT(StageName) = "Closed Lost")
When i login as Standard User, i am still able to see the Closed Lost option in the picklist. Can any one suggest.
10 answers
the reason why you are not getting the error is because you have excluded the Standard User profile from your validation rule.
$Profile.Name <> "Standard User"
As per your validation rule 3 profiles System Administrator, Sales Manager and Standard User are excluded from Validation rule.
Login as any other user who does not belong to any of the 3 profiles and test the VR.If you want the Standard Users to receive the error when they set the Stage to Closed Lost, modify the formula to the below
AND(
$Profile.Name <> "System Administrator",
$Profile.Name <> "Sales Manager",
ISCHANGED(StageName),
TEXT(StageName) = "Closed Lost"
)
