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FatemehFatemeh 

Validation Rule Prevent Skipping Stages but Allow Closed-Lost from ANY Stage

User can only move forward and one stage at a time, but be able to skip to "Closed-Lost" from any stage. Another VR dictates that user can only move to "Dead" if prior stage is "IO Signed"

AND(
$Profile.Name <> "System Administrator",
ISCHANGED(StageName) && (
CASE( StageName ,
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
"Closed - Lost", 7,
"Dead", 7,
0)
-
CASE(PRIORVALUE(StageName),
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
"Closed - Lost", 7,
"Dead", 7,0
)*
/*Stages 'Closed - Lost' can be set from any */
CASE( StageName , "Closed - Lost", 7,
0)
<> 1
))
Best Answer chosen by Fatemeh
SteveMo__cSteveMo__c
So like this?
  
AND(
$Profile.Name <> "System Administrator",
ISCHANGED(StageName),
TEXT(StageName) <> "Closed - Lost",
TEXT(StageName) <> "Dead",
CASE( StageName ,
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
0)
<> 
CASE(PRIORVALUE(StageName),
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
0
)
 + 1
)

 

All Answers

SteveMo__cSteveMo__c
So like this?
  
AND(
$Profile.Name <> "System Administrator",
ISCHANGED(StageName),
TEXT(StageName) <> "Closed - Lost",
TEXT(StageName) <> "Dead",
CASE( StageName ,
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
0)
<> 
CASE(PRIORVALUE(StageName),
"Stage 1 - Identified", 1,
"Stage 2 - Discovery", 2,
"Stage 3 - Proposal", 3,
"Stage 4 - Negotiation", 4,
"Stage 5 - Signature", 5,
"IO Signed", 6,
0
)
 + 1
)

 
This was selected as the best answer
FatemehFatemeh
@SteveMo You, sir, are brilliant and kind...and a legend! Thank you for taking the time and helping me. I am honored! Where do I send the beer??? THANK YOU!!!