• Kellyrl77
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I am trying to prevent only certain users from choosing Closed Won or Closed Ordered.  I am new at this and the syntax is a little confusing.  The reason I am using the alias field is simply because Roles and Profiles cross over divisions and we have several folks with the same last names.  Please help. Is there a better way to get this to work?


 

OR(
(ISPICKVAL(StageName, "Prospecting"),
(ISPICKVAL(StageName, "Qualifying"),
(ISPICKVAL(StageName, "Solution Proposed"),

(ISPICKVAL(StageName, "Proposal Submitted"),

(ISPICKVAL(StageName, "Recommended"),

(ISPICKVAL(StageName, "Approved"),

( $User.Alias, "ealba"), 
( $User.Alias, "DWard"), 
( $User.Alias, "PTatt"),
( $User.Alias, "TScir"),
( $User.Alias, "DKapp"),
( $User.Alias, "DHillNMI"),
( $User.Alias, "MCasa"),
( $User.Alias, "SColl"))
)

I am trying to prevent only certain users from choosing Closed Won or Closed Ordered.  I am new at this and the syntax is a little confusing.  The reason I am using the alias field is simply because Roles and Profiles cross over divisions and we have several folks with the same last names.  Please help. Is there a better way to get this to work?


 

OR(
(ISPICKVAL(StageName, "Prospecting"),
(ISPICKVAL(StageName, "Qualifying"),
(ISPICKVAL(StageName, "Solution Proposed"),

(ISPICKVAL(StageName, "Proposal Submitted"),

(ISPICKVAL(StageName, "Recommended"),

(ISPICKVAL(StageName, "Approved"),

( $User.Alias, "ealba"), 
( $User.Alias, "DWard"), 
( $User.Alias, "PTatt"),
( $User.Alias, "TScir"),
( $User.Alias, "DKapp"),
( $User.Alias, "DHillNMI"),
( $User.Alias, "MCasa"),
( $User.Alias, "SColl"))
)