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Grace Edmiston
Opportunity Validation Rule Error
Hi all, I am trying to write an opportunity validation rule that follows the following logic:
"If "date of 1st demo" field is NOT blank OR if TCV is not equal to $0.00, then Stage is D+ or higher."
I've accomplished writing the part of the rule that requires the stage to be D+ or higher if one of those two criteria are met. However, I am having trouble with the last part of the rule. I'd like to be able to take it back down to a stage below D+ if those criteria are no longer met.
Here's the rule:
IF ((AND(ISPICKVAL(StageName,"D"),
AND (( Date_of_1st_Demo__c > NULL ),
OR ( Total_Contract_Value_LICENSE__c <> NULL),
OR ( Total_Contract_Value_Subscription__c <> NULL)))),
OR (ISPICKVAL(StageName,"D+"), ISPICKVAL(StageName,"C"), ISPICKVAL(StageName,"B"), ISPICKVAL(StageName,"A"), ISPICKVAL(StageName,"CLOSED WON"), ISPICKVAL(StageName,"CLOSED LOST"),ISPICKVAL(StageName,"NO DECISION"),ISPICKVAL(StageName,"Closed by merger"),ISPICKVAL(StageName,"Closed by FDIC")),
OR (ISPICKVAL(StageName,"D"), ISPICKVAL(StageName,"E"), ISPICKVAL(StageName,"F")))
Any suggestions?
"If "date of 1st demo" field is NOT blank OR if TCV is not equal to $0.00, then Stage is D+ or higher."
I've accomplished writing the part of the rule that requires the stage to be D+ or higher if one of those two criteria are met. However, I am having trouble with the last part of the rule. I'd like to be able to take it back down to a stage below D+ if those criteria are no longer met.
Here's the rule:
IF ((AND(ISPICKVAL(StageName,"D"),
AND (( Date_of_1st_Demo__c > NULL ),
OR ( Total_Contract_Value_LICENSE__c <> NULL),
OR ( Total_Contract_Value_Subscription__c <> NULL)))),
OR (ISPICKVAL(StageName,"D+"), ISPICKVAL(StageName,"C"), ISPICKVAL(StageName,"B"), ISPICKVAL(StageName,"A"), ISPICKVAL(StageName,"CLOSED WON"), ISPICKVAL(StageName,"CLOSED LOST"),ISPICKVAL(StageName,"NO DECISION"),ISPICKVAL(StageName,"Closed by merger"),ISPICKVAL(StageName,"Closed by FDIC")),
OR (ISPICKVAL(StageName,"D"), ISPICKVAL(StageName,"E"), ISPICKVAL(StageName,"F")))
Any suggestions?
All Answers