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SFDC_2706
Validation rule on Opp closed stage
Hi Experts
I need quick help in writing one validation rule on opportunity. Requirement is below:
- New, Pipeline and Forecast Record Type: Lost Reason(custom field) and Other Reason(custom field) should not be editable until the Opportunity is set to 'Closed Lost'.
- Renewals Record Type: Loss Type, Loss Reason and Other Reason should not be editable until the Opportunity is set to 'Closed Lost'.
I want these points to be covered in a single VR. Looking forward to your swift help on this.
Thanks in advance..!!
I need quick help in writing one validation rule on opportunity. Requirement is below:
- New, Pipeline and Forecast Record Type: Lost Reason(custom field) and Other Reason(custom field) should not be editable until the Opportunity is set to 'Closed Lost'.
- Renewals Record Type: Loss Type, Loss Reason and Other Reason should not be editable until the Opportunity is set to 'Closed Lost'.
I want these points to be covered in a single VR. Looking forward to your swift help on this.
Thanks in advance..!!
AND(
OR( RecordType.DeveloperName='New',
RecordType.DeveloperName='Forecast',
RecordType.DeveloperName='Pipeline'
),
!ISPICKVAL(StageName , 'Closed Lost'),
OR( ISCHANGED( Lost_Reason__c),
ISCHANGED( Other_Reason__c)
)
) ,
AND(
RecordType.DeveloperName='Renewals',
!ISPICKVAL(StageName , 'Closed Lost'),
OR( ISCHANGED( Lost_Reason__c),
ISCHANGED( Other_Reason__c),
ISCHANGED( Loss_Type__c )
)
)
)