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wcwill978
Validation Rule for Closing Opportunities
Can someone please help me with a validation rule that does not allow an opportunity to be marked closed lost unless its the Account owner closing it. We want to only allow the account owner to be able to close the opportunity if its lost. So far I have:
AND (
ISPICKVAL(StageName, "Closed Lost" ),
)
Now I dont know what to use to validate that the user closing it is the account owner, if its not the account owner than an error can be displayed: "only account owner can close this deal as lost"
Thanks in advanced.
here you go
you owe me a beer!
All Answers
here you go
you owe me a beer!
thnx stevmo, i'll get you a beer at the next user group meeting I see we're both from the Boston Area.
Now I'm trying to exclude all opportunities that the account record type equals "Partner". I tried:
AND(
IsClosed = TRUE,
IsWon = FALSE,
ISPICKVAL(Type, "Existing Customer - Service Renewal" ),
Account.RecordType <> "Partner"
)
also have tried adding:
Account.Parent.RecordType <> "Partner",
and keep getting Error: Field RecordType does not exist. Check spelling. How can I add this exception to exclude opprtunities that their accounts have the partner record types.
here you go
when do I get my beer???