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Mark Graham 3 Help with opportunity stage validation rule please
I need help with creating a validation rule around the opportunity stage please. We have 4 stages in our org
What I need to do is add a rule where the guy cannot jump to 'In for quarterly target' without the opportunity previously having being set as 'Quoted' and ideally have a check for a CPQ record also.
I have the below, which partially works, although when I save the Opp record as 'Quoted' and then try to save it as in for target, it throws me the same errror. Somethings wrong.... any ideas whats wrong with the below?
AND(
ISCHANGED(StageName),
TEXT(PRIORVALUE(StageName)) <> 'Opportunity - quoted',
TEXT(StageName) = 'In for quarterly target'
)
- Opportunity
- Opportunity - quoted
- In for quarterly target
- Won
What I need to do is add a rule where the guy cannot jump to 'In for quarterly target' without the opportunity previously having being set as 'Quoted' and ideally have a check for a CPQ record also.
I have the below, which partially works, although when I save the Opp record as 'Quoted' and then try to save it as in for target, it throws me the same errror. Somethings wrong.... any ideas whats wrong with the below?
AND(
ISCHANGED(StageName),
TEXT(PRIORVALUE(StageName)) <> 'Opportunity - quoted',
TEXT(StageName) = 'In for quarterly target'
)
AND(
ISCHANGED(StageName),
TEXT(StageName)='In for quarterly target',
TEXT(PRIORVALUE(StageName))<>'Opportunity – quoted'
)
All Answers
Thanks for the reply...although that doesnt work, it doesnt throw an error when I try to go from Opportunity to In for target
AND(
ISCHANGED(StageName),
TEXT(StageName)='In for quarterly target',
TEXT(PRIORVALUE(StageName))<>'Opportunity – quoted'
)