+ Start a Discussion

Locked the Opportunities when Stage - 10

Hi Team,


We would like to locked the opportunity for any editing (except by Administrator) when the stage is 10 - Won or 10 - Lost. What would be the best way to handle this?


Thanks in advance.


There are a few ways.


1.  You could make a record type called "Locked" and, for all non-admin profiles, assign it a page layout where all the fields are read-only.  Then make a workflow field update that updates the record type to Locked when the Opportunity is in one of these stages.

2.  You could make a validation rule which prevents changes to an Opportunity that has one of these stages.


Personally I'd vote for #1, but to each his own.


I tried this and worked. Put this validation rules on oppty.


AND(OR(ISPICKVAL(PRIORVALUE(StageName), "Closed Won"), ISPICKVAL(PRIORVALUE(StageName), "Closed Lost")), NOT($Profile.Id = "00e60000000qvp1") )


For the complete detail with video is on this site: