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Rule to require a reason for Opportunities going to a 'Target' stage
I have a stage on my opportunity object called, "Target". I would like to create a rule that requires users to populate a field called, 'Return to Target' when an opportunity stage moves from another other stage to Target. I do not want the rule to trigger if the opportunity is being created at Target.
I created this validation rule, 'AND (
ISBLANK(TEXT( Target_Return_Reason__c )),
ISPICKVAL(StageName,"Target"),NOT(ISNEW()))'
However, it is prompting an error when creating an opportunity in Target because I have process builders that populate the Opportunity Close Date and Close Quarter. Because I cannot change the order the automations trigger, I cannot stop this error from occuring. Does anyone have any ideas on how to meet my requirements?
Thanks!
I created this validation rule, 'AND (
ISBLANK(TEXT( Target_Return_Reason__c )),
ISPICKVAL(StageName,"Target"),NOT(ISNEW()))'
However, it is prompting an error when creating an opportunity in Target because I have process builders that populate the Opportunity Close Date and Close Quarter. Because I cannot change the order the automations trigger, I cannot stop this error from occuring. Does anyone have any ideas on how to meet my requirements?
Thanks!
use above text, and let me know, If this does not work for you.
Use this formula to achieve your requirement
AND(
ISBLANK( TEXT( Target_Return_Reason__c ) ),
ISCHANGED(StageName),
ISPICKVAL(StageName , 'Target')
)