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selva kumar 14 Opportunity Stage Updation
Hi Everyone,
I have a requirement that, Opportunity StageProcess should hit each stages even if it jump to another stage. In other words,
a opportunity actual stage is "Prospecting" . Then his stage moved to "Closed Won" or any other higher stage. But i should show(Checked) in Opportunity Field history as he has came over all these stages like "Serviceablity","Construction","Job Scheduled","Implementation".
How i can able to acheive this? It maybe trigger or Validation Rule or anything?
It would be great help to me,if you have suggest some ideas.
Thanks in advance.
I have a requirement that, Opportunity StageProcess should hit each stages even if it jump to another stage. In other words,
a opportunity actual stage is "Prospecting" . Then his stage moved to "Closed Won" or any other higher stage. But i should show(Checked) in Opportunity Field history as he has came over all these stages like "Serviceablity","Construction","Job Scheduled","Implementation".
How i can able to acheive this? It maybe trigger or Validation Rule or anything?
It would be great help to me,if you have suggest some ideas.
Thanks in advance.
My question to you is why you want it in this way? Is this a value add to the business? If yes, you can use the validation rule and dont allow user to skip any stage.
You can use PRIORVALUE function to get the previous value. Then use if else ladder to achieve the functionality.
As per my requirement,it should be such a way. It is in an initial discussion. Yet not finalize full requirement.
And also, we are not implement validation rule to restrict since agent can convert opp as a sale.
Thanks for the suggestion.
Has your requirment been finilized?
and what does it mean agnet can convert opp as a sale
Regards
Amrender