An opportunity has stages A,B,C,D,E,F,G,H
From stage A, it can only move to B, C or H
I managed to create a validation rule that works but...is not very elegant (below formula). I tried playing with NOT() and change the logic but I did not manage to make any modifications work, would anybody have a better way to create this kind of formula?
AND(ISCHANGED(Status),
AND(ISPICKVAL(Status,'D'),ISPICKVAL(PRIORVALUE(Status),'A')),
AND(ISPICKVAL(Status,'E'),ISPICKVAL(PRIORVALUE(Status),'A')),
AND(ISPICKVAL(Status,'F'),ISPICKVAL(PRIORVALUE(Status),'A')),
AND(ISPICKVAL(Status,'G'),ISPICKVAL(PRIORVALUE(Status),'A'))
)
#Validation Rule #Validation Rules #Automation
Many thanks!
Here you go
AND(
ISCHANGED(StageName),
CASE(PRIORVALUE(StageName),
'A',1,
0)
<>
CASE( StageName ,
'B',1,
'C',1,
'H',1,
0)
)
