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Christophe Lucchini
validation rule changing stage in opp
Hi Everyone !
We want to make a validation rule on the Object "Opportunity", the rule is basically:
We want to check the profile of the user editing the opportunity :
If the profile is Sales User/CSE/Technician/Project manager user/Sales & services
And the stage of the opportunity he want to put is :
Verbal / Contract / Launched / Invoiced / Closed
So if all this is gathered, an error message is displayed:"You can't change the stage with this profile."
Here is the formula i put on the validation rule :
Thanks !
We want to make a validation rule on the Object "Opportunity", the rule is basically:
We want to check the profile of the user editing the opportunity :
If the profile is Sales User/CSE/Technician/Project manager user/Sales & services
And the stage of the opportunity he want to put is :
Verbal / Contract / Launched / Invoiced / Closed
So if all this is gathered, an error message is displayed:"You can't change the stage with this profile."
Here is the formula i put on the validation rule :
AND( $Profile.Name = "Sales User", $Profile.Name = "CSE", $Profile.Name = "Technician", $Profile.Name = "Project Manager User", $Profile.Name = "Sales & Service", ISCHANGED(StageName), OR( text(StageName) = "Contract", text(StageName) = "Launched", text(StageName) = "Invoiced", text(StageName) = "Verbal", text(StageName) = "Closed" ))And no error message when i try this from the profile i list and the stage i list too, please someone can help ?
Thanks !
All Answers
Thank you very much its working !