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Help with Opportunity Validation Rule
Hi everyone,
I am having difficulties with creating validation rules in the Opportunity page. What I want is to have a validation rule for the CloseDate field depending on the value from the Stage picklist, as follows:
Stage: Presentation - Close date can't be within 6 months of today
AND(
OR (
ISPICKVAL(StageName, "Presentation/Demo"),
ISCHANGED( CloseDate )),
CloseDate - TODAY() < 180 )
Stage: Quote Delivered - Close date can't be within 4 months of today
AND(
OR (
ISPICKVAL(StageName, "Quote Delivered"),
ISCHANGED( CloseDate )),
CloseDate - TODAY() < 120 )
Stage: Quote accepted - Close date cannot be within 75 days.
AND(
OR (
ISPICKVAL(StageName, "Quote Accepted/Moving to Procurement"),
ISCHANGED( CloseDate )),
CloseDate - TODAY() < 75 )
What is happening now is that the first rule (180 days) works seemingly fine. But for the second and third, if the close date is outside of 120 days but less than 180 days, I get the error that it can't be within 180 days, and the same thing (with corresponding values for days) is happening for the third rule.
What am I doing wrong?
TIA,
G
Just in case anyone has a similar VR problem
All Answers
What if you just used a VR like this?
Thanks for your suggestion! Is there a way to have a different error message for each Stage Name/ number of days with this rule?
I don't think this works correctly either - it allows me to save the opportunity with the close date that doesn't fit the requirements as specified for each stage...
Can you post a screenshot of a record that violates the VR but does not trigger it?
For that you'll need 3 VR's (or 1 per eaqch message)
In this scenario, close date should not be within 180 days of today.
I've tested this on my DE SFDC org and it works, double-check the spelling and punctuation of your VRand the Picklist Values. They need to match EXACTLY, spelling, punctuation, upper/lower case, blank spaces... I'll bet the Ponderosa that the values in your VR are not exactly the same as your Opportunity Stages.
In your first post you said
"AND(
OR (
ISPICKVAL(StageName, "Presentation/Demo"),
ISCHANGED( CloseDate )),
CloseDate - TODAY() < 180 )"
but in your screenshot the Stage is: "Presentation / Demo" <- that's not the same
You are right, thank you for catching it!
Now, if I want to create three separate VRs for each stage, is this the correct formula:
CloseDate - TODAY() <
CASE(StageName,
"Presentation / Demo" , 180,
0)
and so on, for each of the stages?
I really appreciate your help, thank you very much!
Yeah that's basically it
PS. You owe me a beer!
Where do I send it? : )
Well, I just ran into a problem. When I change the stage to Closed Won (which does not have a VR associated with it at all), and I want the date to be *before today*, I get an error message saying "Close date cannot be within 120 days". I can't tell why it's picking this particular VR/error message and not any other ones.
This is a problem because users may be going in to mark deals as closed after the fact, and we need the ability to enter a close date without any restrictions as long as the stage is "Closed Won".
TIA!
1. I have a VR that will work for that...
2. It will cost you more beer.
Told you I'm down with beer, tell me where to send it!
Okay, can you go to the Opportunity object and go through ALL the Opportunity VR's you have and find any that have that specific error message?
Do any of the VR's that you wrote reference an Opportunity Stage that have a Status Type = Closed or Won?
Here's the VR that gives that error message:
CloseDate - TODAY() <
CASE(StageName,
"Quote Delivered", 120,
0)
This is the only VR with that error message, and there are no VRs that reference the Stage Name "Closed Won"
Okay so does the Stage "Quote Delivered" = Closed/Won on your SFDC org? Are there any other stages that equal Closed/Won?
No, Quote Delivered and Closed Won are two different values in the Stage picklist. They aren't equal, and no stage is equal to Closed Won.
Before the latest VRs were added last week ( with your help!), there was no problem of changing the close date to a date prior to today's date when marking the stage as Closed Won.
That doesn't make sense, there has to be something else in play that is triggering the VR. Do me a favor and go to your Oppty Stages and take a screenshot of the complete Stage Mapping like this. Also post a screenshot of the Oppty that triggered the VR error.
Just in case anyone has a similar VR problem