Wondering if I can get some help with an issue that I am encountering.
1. I have a Validation Rule that prevents Users from changing the Stage of a Closed Won Opportunity but allows Sys and Data Admins to bypass (see below)
AND(
(OR (TEXT(PRIORVALUE(StageName)) = "Closed Won",
TEXT(PRIORVALUE(StageName)) = "Closed Won Renewal")),
NOT(OR(
$Profile.Name = "System Administrator",
$Profile.Name = "Data Administrator"))
)
2. There is a field on the Opportunity called 'ACV GBP' that is populated using Process Builder to give a Value in a certain currency. This is fired all the time without any critera and works as intended. (See Screenshot)
3. Now the issue that I am running into is that for some Opportunities, I am getting an error message saying that the Opportunity cannot be Closed Won because the Validation Rule quoted is firing and preventing the Opportunity from Closing. (See Screenshot)
Why is this happening and is there a way to prevent this?
I have tried to build into the Validation Rule an exception like this:
AND(
(OR (TEXT(PRIORVALUE(StageName)) = "Closed Won",
TEXT(PRIORVALUE(StageName)) = "Closed Won Renewal")),
NOT(OR(
ISCHANGED(ACV_GBP_New__c),
$Profile.Name = "System Administrator",
$Profile.Name = "Data Administrator"))
)
But the error message is still appearing and preventing the Opportunity from closing.
Any help on this matter would be appreciated.
Serena
Change VR to this:
AND(
ISCHANGED(StageName),
OR(
TEXT(PRIORVALUE(StageName)) = "Closed Won",
TEXT(PRIORVALUE(StageName)) = "Closed Won Renewal"
),
NOT(
OR(
$Profile.Name = "System Administrator",
$Profile.Name = "Data Administrator"
)
)
)
@Sunil
If we modify the rule your way, users might get around with changing the stage and ACV_GBP_New__c field simultaneously. So that's kind of loophole, don't you think?
