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Topics#Data ManagementJessica Perone's Question
Jessica Perone (PartsSource) asked in #Data Management
Oct 26, 2018, 10:54 PM

Need to revise validation rule to not allow changes to certain fields - unless specific profile

Hi everyone,

 

I have a validation rule on the Opporutnity to prevent changes to 3 key fields if the Opportunity is closed won. This works perfect for that:

 

AND( 

 

IsWon = TRUE, 

 

PRIORVALUE(IsClosed) <> FALSE, 

 

OR( 

 

ISCHANGED(Amount), 

 

ISCHANGED(CloseDate), 

 

ISCHANGED(StageName)))

 

However, I need to allow 2 specific profiles to be able to make changes to these fields. I have tried a few revisions but none work. 

 

This is my latest version - but it doesn't work:

 

AND( 

 

IsWon = TRUE, 

 

PRIORVALUE(IsClosed) <> FALSE, 

 

NOT(

 

($Profile.Id = "00e5A000001ZuOq"),

 

($Profile.Id = "00ei00000018RXw"),

 

OR(

 

ISCHANGED(Amount), 

 

ISCHANGED(CloseDate), 

 

ISCHANGED(StageName)))))

 

Any help is much appreciated!
8 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Oct 29, 2018, 7:00 PM

    Try this = 

    AND(
        CASE(
            PRIORVALUE(StageName),
            "Customer",                 1,
            "Customer- Pre-Install",    1, 
            "Closed Lost",              1,
            0
        ) = 1,
        CASE(
            $Profile.Name,
            "Administrator",            1,
            "System Administrator",     1,
            0
        ) = 0,
        OR(
            ISCHANGED(Amount),
            ISCHANGED(CloseDate),
            ISCHANGED(StageName)
        )
    )
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