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On Opportunity whem an trying to change the stage from prospecting to qualification. it should throw an error based on the condition..if type is new customer ,then the amount show be grater than 100.how can we achieve through validation rule
On Opportunity whem an trying to change the stage from prospecting to qualification. it should throw an error based on the condition..if type is new customer ,then the amount show be grater than 100.how can we achieve through validation rule
Hi Sujitha,
You can try using ISCHANGED( StageName ) in your formula field to achieve this. I recommend taking a look at Sample Opportunity Management Validation Rules for examples
Let me know if this helps. If it does, please mark this answer as Best. It may help others in the community. Thank You!
ISCHANGED( StageName ),ISPICKVAL( StageName , 'Qualification'),
ISPICKVAL( Type , 'New Customer'),
Amount > 100,
ISPICKVAL( Type , 'Existing Customer - Upgrade'),
Amount > 500,
ISPICKVAL( Type , 'Existing Customer - Downgrade'),
Amount < 1000)
AND( ISCHANGED( StageName ),ISPICKVAL( StageName , 'Prospecting'),
ISCHANGED( StageName ),ISPICKVAL( StageName , 'Qualification'),
ISPICKVAL( Type , 'New Customer'),
Amount > 100,
ISPICKVAL( Type , 'Existing Customer - Upgrade'),
Amount > 500,
ISPICKVAL( Type , 'Existing Customer - Downgrade'),
Amount < 1000)
ISCHANGED( StageName ), TEXT( PRIORVALUE( StageName ) ) = "Prospecting",
ISPICKVAL( StageName , "Qualification"),
OR( AND( ISPICKVAL( Type , "New Customer"), Amount < 100),
AND( ISPICKVAL( Type , "Existing Customer - Upgrade"), Amount < 500),
AND( ISPICKVAL( Type , "Existing Customer - Downgrade"), Amount > 1000),
AND( NOT ( ISPICKVAL( Type , "New Customer")),
NOT ( ISPICKVAL( Type , "Existing Customer - Upgrade")),NOT ( ISPICKVAL( Type , "Existing Customer - Downgrade")))))