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RobKretz
Validation Rules within Opportunities
I would like to set a validation rule into my "stages" picklist in Opportunities. I would like to have a rule -set to an approval process- before the stage is set to "follow up". I have the approval process set up. I'm lost on the structure of what the validation rule must be set to. Any assistance would be greatly appreciated. Thank you.
Title would be : Opportunity must be approved before Follow Up
Formula:
AND(
OR(
ISPICKVAL ( StageName, "Follow Up"),
NOT ( ISPICKVAL( Approval_Status_c, "Approved") ) )
No idea if this is correct. Any help would be great! Thanks in advance.
Try this -
IF( AND( ISPICKVAL( StageName ,'Follow Up') , NOT( ISPICKVAL( Approval_Status__c , 'Approved') ) ) , TRUE, FALSE)
Let me know if this works...
Thanks.
Hey Rob,
I picked that Approval_Status__c from your second message in which you have written some rule, right.
OK, Do you have any field that gets updated after someone approves as per your Approval process.
If yes, just replace Approval_Status__c in (Approval_Status__c , 'Approved') with the API name of that field and Approved with the string literal, it is set to after approval.
If you still face any issues, let me know your requirement in detail (including the fields involved) and then we can figure this out.
Try this -
IF( AND( ISPICKVAL( StageName,'Follow Up') , NOT( Approved__c =TRUE) ) , TRUE, FALSE)
This would block the Save if you are setting stage as 'Follow Up' and your checkbox called Approved is not checked.
Thanks.