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Restricting Close Date to Last Day of the Month When Not Closed Won/Lost
Hi there!
I've been asked to restrict the valid Close Dates for Opporunities to the last day of the month when the Stage is not Closed Won/Lost.
I've found a fromula that does a great job restricting the dates in general, but I can't figure out how to add the additional condition that it should only apply the date limitation when the Opportunity is in certain stages.
IF(
MONTH( CloseDate ) = 12,
DATE( YEAR( CloseDate ) + 1, 1, 1 ),
DATE( YEAR( CloseDate ), MONTH( CloseDate ) + 1, 1 )
) - 1
)
Any help/insight would be greatly appreciated!
I've been asked to restrict the valid Close Dates for Opporunities to the last day of the month when the Stage is not Closed Won/Lost.
I've found a fromula that does a great job restricting the dates in general, but I can't figure out how to add the additional condition that it should only apply the date limitation when the Opportunity is in certain stages.
IF(
MONTH( CloseDate ) = 12,
DATE( YEAR( CloseDate ) + 1, 1, 1 ),
DATE( YEAR( CloseDate ), MONTH( CloseDate ) + 1, 1 )
) - 1
)
Any help/insight would be greatly appreciated!
If you want to exclude for Closed Won / Lost... Then Use the below Validation Rule...
Thanks,
Maharajan,C
All Answers
If you want to exclude for Closed Won / Lost... Then Use the below Validation Rule...
Thanks,
Maharajan,C
Thanks,
Maharajan.C