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PaulCiuraPaulCiura 

Opportunity VR question

Hello,

 

I am a new admin to SF and looking for some quick help if possible.  Just started to dive in to VR's in SF.  Trying to create a rule that prevents saving opportunity unless another drop down field is changed to a different stage.

 

Logic goes something like this: 

 

If ISPICVAL StageName "Order Closed" is selected, then the ISPICVAL CSSR_Status_c "Entered in SP" needs to be selected before allowing to save the Opportunity.

 

Thank You in advance!

Best Answer chosen by Admin (Salesforce Developers) 
queondagueroqueondaguero

This should work

 

AND (
    ISPICKVAL(StageName,'Order Closed'),
    TEXT(CSSR_Status_c) != 'Entered in SP'
)

All Answers

queondagueroqueondaguero

This should work

 

AND (
    ISPICKVAL(StageName,'Order Closed'),
    TEXT(CSSR_Status_c) != 'Entered in SP'
)

This was selected as the best answer
PaulCiuraPaulCiura

Thank You very much.  That worked great.