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Topics#Data ManagementSerena Shergill 的问题
Serena Shergill (PatSnap) 提问于 #Data Management
2018年8月15日 13:50

Validation Rule - Only allow Forecast Value 'Omitted' to be selected by Closed Lost Stage

Would like Forecast Category Value 'Omitted' to only be selected once the Opportunity Stage is 'Closed Lost' or 'Closed Lost Renewal' 
2 个回答
  1. Jeffrey J (-)
    2018年8月15日 13:57
    Hi Serena

     

    Try this (Make sure you replace the field names with the correct api names in the rule below)
    AND(
    ISPICKVAL(Forecast category, "Omitted"),
    NOT(ISPICKVAL(Stage, "Closed Lost")),
    NOT(ISPICKVAL(Stage, "Closed Lost Renewal"))
    )
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