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jisaacjisaac 

prevent a picklist from being changed if it already shows a particular selection

I have a picklist with three options:

"Requested by Sales Ops"
"Successful"
"Failed"

I am trying to create a validation rule that prevents this from being changed if it already is listed as "Successful".

Here's what I have so far but it kicks in regardless of the change in the field - not just when it already shows "Successful".

NOT(AND(ISCHANGED( Opp_FMS_Integration__c ),
ISPICKVAL( Opp_FMS_Integration__c , "Successful")))

Any suggestions?

Jane
Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

Here you go

 

AND( ISCHANGED(Opp_FMS_Integration__c ), ISPICKVAL(PRIORVALUE(Opp_FMS_Integration__c ), "Successful"), NOT(ISPICKVAL( Opp_FMS_Integration__c, "Successful")) )
 
 


All Answers
Steve :-/Steve :-/
Here you go
 
AND( ISCHANGED(Opp_FMS_Integration__c ), ISPICKVAL(PRIORVALUE(Opp_FMS_Integration__c ), "Successful"), NOT(ISPICKVAL( Opp_FMS_Integration__c, "Successful")) )
 
 
This was selected as the best answer
fifedogfifedog
Another solution maybe to create a checkbox field and use a workflow rule to update that field when that drop down is marked as successful.  then the validation rule would look at that check box.  However Steve has the all in one solution.


jisaacjisaac
Thanks so much Steve - worked like a charm.