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Currently, I have a FLOW that moves from Stage to Stage when fields in the Stage are completed.

 

However, Users can still manually update the Stage (bypass fields). 

 

I added the below Validation Rule - and it works when manually changing Stage. However, the FLOW errors when we try and populate the fields on the Stage and move to the next.

 

How can the FLOW work if the VR errors it out? 

 

AND(

ISCHANGED(StageName),

TEXT(StageName) <> "Closed Lost",

TEXT(StageName) <> "Cancelled",

CASE( StageName ,

"Stage 1 - Interest", 1,

"Stage 2 - Qualified Opportunity", 2,

"Stage 3 - Proposal", 3,

"Stage 4 - Customer Commit", 4,

"Stage 5 - Sales Commit", 5,

"Closed Won", 6,

0)

<>

CASE(PRIORVALUE(StageName),

"Stage 1 - Interest", 1,

"Stage 2 - Qualified Opportunity", 2,

"Stage 3 - Proposal", 3,

"Stage 4 - Customer Commit", 4,

"Stage 5 - Sales Commit", 5,

"Closed Won", 6,

0

)

+ 1

)

1 个回答
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    2023年3月16日 14:59

    Normally Flows run in a user context and hence it error out. You can may try to change flow version to a lower number and see. BUT i still see this experience will stay.

     

    Below link has some options to try out for flows to skip VR.. but we need to be careful though

     

    https://admin.salesforce.com/blog/2022/how-i-solved-it-bypass-validation-rules-in-flows

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