I'm stumped on the below VR, I'm trying to create one that only works at a 'closed won stage', if the Account review required' field is checked, butr just for certain roles, i've created he below but can't work out why it isnt stopping users with the cretain roles from close winning the opp, any thoughts?
AND(
ISCHANGED(ADvendio__Stage__c),
ISPICKVAL(ADvendio__Stage__c, 'Closed Won (100%)'),
Account_Review_Required__c = TRUE,
OR(
$UserRole.Name = 'PennWell_MD',
$UserRole.Name = 'NA_Energy',
$UserRole.Name = 'Pennwell_Energy_MD',
$UserRole.Name = 'Pennwell_Energy_Sales', $UserRole.Name = 'PennWell_Fire_Rescue_MD', $UserRole.Name = 'PennWell_Fire_Rescue_Sales')
)
Thank you
Leon
6 answers
Hi Leon,
In this case, formula looks correct. You need to break this formula and test it one by one:
AND(
ISCHANGED(ADvendio__Stage__c),
ISPICKVAL(ADvendio__Stage__c, 'Closed Won (100%)'),
Account_Review_Required__c
)
If it works then use below one:
AND(
ISCHANGED(ADvendio__Stage__c),
ISPICKVAL(ADvendio__Stage__c, 'Closed Won (100%)'),
Account_Review_Required__c,
$UserRole.Name = 'PennWell_MD'
)
Similar way you may update it one by one see which part of formula is causing the issue.
