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Mark Greene 19Mark Greene 19 

Create exception in validation rule that allows users to skip stages to Closed Lost

Hi,

I need to make an exception to my validation rule that allows for users to skip to Closed Lost stage without getting my prevent skipping stages validation rule error message. Any ideas how how to tweak this. Ideally, user would have to be in at least stage 2/Still Qualifying Opportunity in order to skip all the way to Closed Lost. 

See formula in its current form: 

CASE( StageName ,
"SQLs to be allocated",1,
"Still Qualifying Opportunity",2,
"Requirements Captured",3,
"Proposal Generated",4,
"Negotiation",5,
"Deal Committed",6,
"Closed Won",7,
"Closed Lost",7,0)
>
CASE(PRIORVALUE( StageName ) ,
"SQLs to be allocated",1,
"Still Qualifying Opportunity",2,
"Requirements Captured",3,
"Proposal Generated",4,
"Negotiation",5,
"Deal Committed",6,
"Closed Won",7,
"Closed Lost",7,0)
+1
PriyaPriya (Salesforce Developers) 
Hi Mark,

Kindly refer this article, this might have what you are looking for and modify accordingly :- 

https://jenwlee.com/2021/04/05/bypass-validation-rules-in-a-flow-and-process-too/

Please mark it as best answer if you find the above information helpful.

Regards,
Priya Ranjan 
Ian Lin 733Ian Lin 733
@Priya, that is senseless spam.