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softcloud2009softcloud2009 

Locked the Opportunities when Stage - 10

Hi Team,

 

We would like to locked the opportunity for any editing (except by Administrator) when the stage is 10 - Won or 10 - Lost. What would be the best way to handle this?

 

Thanks in advance.

werewolfwerewolf

There are a few ways.

 

1.  You could make a record type called "Locked" and, for all non-admin profiles, assign it a page layout where all the fields are read-only.  Then make a workflow field update that updates the record type to Locked when the Opportunity is in one of these stages.

2.  You could make a validation rule which prevents changes to an Opportunity that has one of these stages.

 

Personally I'd vote for #1, but to each his own.
softcloud2009softcloud2009

I tried this and worked. Put this validation rules on oppty.

 

AND(OR(ISPICKVAL(PRIORVALUE(StageName), "Closed Won"), ISPICKVAL(PRIORVALUE(StageName), "Closed Lost")), NOT($Profile.Id = "00e60000000qvp1") )

 

For the complete detail with video is on this site:

 

http://usergroups.salesforce.com/sydney/2009/09/salesforce-quick-tip-lock-closed-opportunities.html