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Bryn Jones
Close Date and $ Value Validation
All,
I am trying to create a validation that says if the Status Changes to "Closed Won", or "Closed Lost", or "Closed Requote" the user mut validate that the close date and value of opportunity is correct.
I am trying to do this as when pulling reports, if the staff havent updated the date that it closed and the dollar value it closed at e get inaccurate reports.
Thanks, Bryn
I am trying to create a validation that says if the Status Changes to "Closed Won", or "Closed Lost", or "Closed Requote" the user mut validate that the close date and value of opportunity is correct.
I am trying to do this as when pulling reports, if the staff havent updated the date that it closed and the dollar value it closed at e get inaccurate reports.
Thanks, Bryn
What do you mean by "the user mut validate that the close date and value of opportunity is correct."? What is the criteria for this?
Also, what have you tried so far? Can you please provide a bit of more details around the issue?
Cheers,
Boris
Try this validation rule:
AND(IsClosed, ISNULL(Amount))