function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
kjunkjun 

How do I prevent users from skipping opportunity stages?

I have this validation rule that works when a user follows a linear approach, however, if the user decides to skip the stage listed in the VR, they will bypass this VR and will be able to skip this stage. 

Any idea on how I can improve this VR so that the user doesn't have the ability to skip stages in an opportunity when saving the record? 

This VR prompts the user to enter a value in the Resolution_Type__c picklist when saving the record. However, if a user skips this stage and selects the stage afterwards, named Secondary, the record will save and the Resolution_Type__c picklist will remain blank. 

I am trying to avoid the Resolution_Type__c  picklist from being left blank. 

The additional stages after Ti In Progress are:

Primary__c
Secondary__c
Qualfied__c


  
AND( 
ISPICKVAL( StageName, 'Ti In Progress'),
RecordType.Name="Personal",
ISBLANK(TEXT( Resolution_Type__c))
)

Thank you!
Best Answer chosen by kjun
Deepali KulshresthaDeepali Kulshrestha
Hi kjun,

Go through with this link, it will help you to prevent the user to skip Opportunity Stages.

https://success.salesforce.com/answers?id=90630000000gj6uAAA
 
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha.

All Answers

Deepali KulshresthaDeepali Kulshrestha
Hi kjun,

Go through with this link, it will help you to prevent the user to skip Opportunity Stages.

https://success.salesforce.com/answers?id=90630000000gj6uAAA
 
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha.
This was selected as the best answer
Spencer TucciSpencer Tucci
@deepali this is wrong. The user is asking to prevent stage skipping, not prevent users from moving stages backwards. The link you provided shows a formula for preventing people to move a stage backwards.
Rajat Bansal 35Rajat Bansal 35
Hi Knuj and Spencer,

You can use this.

NOT(CASE(PRIORVALUE(StageName) ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,0)
+1==
CASE(StageName ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,0))

Thanks!
Rajat Bansal
Arya chaurasia 2Arya chaurasia 2
Hello Rajat Bansal 35 can you please tell me why you are using 0 with 8?
Rajat Bansal 35Rajat Bansal 35
0 is for default value. In case User is not selecting from the mentioned stage then 0 whould be assigned.
Cristina Meneses 9Cristina Meneses 9
Hi have a very specfic case that I'm not able to solve, I need to force to select stage 7 before stage 8, but before that users can skip stages (from 1 to 3 for instance), and rule must only apply for a specific opportunity record type, is that possible?