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RobKretzRobKretz 

Stage Modification

Hello! 

 

I'm looking for help with the following. I need to set up a rule that the President and VP Sales & Marketing are the only ones allowed to move an opportunity to the "Quoting" stage. 

 

Thanks in advance! 

CheyneCheyne

You can use the $UserRole global variable in a validation rule to do this. Your validation rule will need to check if the StageName equals "Quoting." If it does, then it will check if the current user's User Role is not equal to either "President" or "VP Sales & Marketing." If not, the validation rule criteria will return true and display an error. Your validation rule should look something like this: 

 

AND( 
    ISPICKVAL(StageName, 'Quoting'),
    NOT(
        OR(
            $UserRole.Name = 'President',
            $UserRole.Name = 'VP Sales & Marketing'
        )
    )
)

 Hope that helps!