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Cannot create opportunity as closed stage
Hi,
I've been trying to create a validation rule to prevent users from creating new opportunities as closed won based on another field. basically I have another field and if they eneter a value in this field I want them to get an error if they try to save it as closed won when the opportunity is new.
I tried using create date = NOW and create date = last modified date that does not work. This is the latest version i have:
AND(
IsClosed = TRUE,
IsWon = TRUE,
NOT (ISBLANK(Professional_Services__c)),
CreatedDate = NOW()
)
And here is another version I tried:
AND(
ISPICKVAL(StageName,"Closed Won"),
(NOT(ISNULL(Professional_Services__c))),
CreatedDate = NOW()
)
Any help will be appreciated, just want to prevent them from creating new opptys as closed.
Thank you.
give this a try
All Answers
give this a try
Thanks Stevemo this worked great!
No problem, you owe me a beer.
btw - You don't need to evaluate IsClosed when you're testing Wins, IsWon can't be NOT(IsClosed) by default