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ttlttl 

Validate the Opportunity Stage.

Hi Guys,

 I want to apply Validation rule such that if user once change the Opportunity stages from stage 1 to stage 2 or stage 3,then he cannot change the stage again from stage 3 to neither stage 2 nor stage 1.

 

Guys i used  the following fuction to validate but it's not working.

 

IF(OR(ISPICKVAL(Stagename,"Stage2"),ISPICKVAL(StageName,"stage3")), 

 

NOT(AND(ISCHANGED(StageName),ISPICKVALUE(StageName,"stage1"))),Null)

 

Guys Signature are like that I mentioned Only 3 because there are many stages ,which looks Very complex.

 

Please help,Any suggestion would be appreciate.

 

Thanks,

Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

here you go

CASE( StageName ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0)
<
CASE(PRIORVALUE(StageName) ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0)

 

All Answers

Steve :-/Steve :-/

here you go

CASE( StageName ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0)
<
CASE(PRIORVALUE(StageName) ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0)

 

This was selected as the best answer
ttlttl

Thanks a Lot.....For this Valuable Help....
Steve :-/Steve :-/

No problem, you owe me a beer (these terms are non-negotiable)  

 

cheers! ;-)

 

Oh yeah, and I like to drink these ->