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Rachel Linder
Validation Rule to Keep an Opportunity Stage being changed to Closed & Booked if a Specific product is not approved
I am trying to write a rule that will prevent someone from moving the stage of an opportunity to Closed & Booked if the IIS Cost is not approved for a specific opportunity product called IIS - Professional Services - PS.These are the fields I am working with
OPPORTUNITY Stage - Picklist Value - value would be Closed & Booked
OPPORTUNITY PRODUCT NAME - Picklist Value - value would be IIS - Professional Services - PS
OPPORTUITY PRODUCT APPROVED BY - Picklist Value - value would be Blank
If the last field is blank then you cannot move the stage to closed and booked. What wwould this rule look like. And would it be on the opportunity or opportunity product?
Thanks.
AND (ISPICKVAL(Opportunity.StageName, "Closed & Booked"),
(Product2.Name = 'IIS - Professional Services - PS'), ISBLANK( IIS_PS_Cost__c ))
OPPORTUNITY Stage - Picklist Value - value would be Closed & Booked
OPPORTUNITY PRODUCT NAME - Picklist Value - value would be IIS - Professional Services - PS
OPPORTUITY PRODUCT APPROVED BY - Picklist Value - value would be Blank
If the last field is blank then you cannot move the stage to closed and booked. What wwould this rule look like. And would it be on the opportunity or opportunity product?
Thanks.
AND (ISPICKVAL(Opportunity.StageName, "Closed & Booked"),
(Product2.Name = 'IIS - Professional Services - PS'), ISBLANK( IIS_PS_Cost__c ))
All Answers
Here is the hidden field on the opportunity:
Custom Field Definition Detail
Field Information
Field Label PS Cost Approved Object Name Opportunity
Field Name PS_Cost_Approved
API Name PS_Cost_Approved__c
Description Looks to see if PS is approved
Help Text
Created By Rachel Linder, 3/10/2014 2:10 PM Modified By Rachel Linder, 3/11/2014 9:19 AM
Roll-Up Summary Options
Data Type Roll-Up Summary Summary Type SUM
Summarized Object Opportunity Product
Field to Aggregate Opportunity Product: Sales Price
Filter Criteria
(Product Name MirrorequalsIIS - Professional Services - PS) and (IIS PS Cost Approved Byequals)
Here is the validation rule written for the opportunity:
Validation Rule Detail
Rule Name PS_Cost_Approval_before_Closed_Booked Active Checked
Error Condition Formula AND (
ISPICKVAL( StageName , "Closed & Booked"),
( PS_Cost_Approved__c > 0)
)
Error Message Cannot save as Closed Booked because PS Cost has not been approved for the IIS - Professional Services - PS Product line. Please send a task to Arsen Ovanesoff to approve cost.
Error Location Top of Page
Description a rule that makes it mandatory for IIS PS cost to be approved before we can move the stage to “Closed Booked”.
So, can you please take a look and let me know what is happening.