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Olver_Bassov
Help with Validation Rule Formula on Close Date for Opportunities
I have the following validation rule to forbid users altering the close date (field) of the opportunity before the 4th day of the current month although I got a problem because is not taking the desired effect.
The Formula I'm using is:
Can someone with more knowledge than me give me some light ? It will be much appreciatted
Thank you
The Formula I'm using is:
AND(ISCHANGED( CloseDate ), IF(AND(TODAY() <= DATEVALUE (TEXT (Year (Today())) & '-' & TEXT (Month (Today())) & '-' & '04'), MONTH (CloseDate) < MONTH (TODAY ()) -1) ,TRUE,IF(AND(TODAY() > DATEVALUE (TEXT (Year (Today())) & '-' & TEXT (Month (Today())) & '-' & '04'), CloseDate < DATEVALUE (TEXT (Year (Today())) & '-' & TEXT (Month (Today())) & '-' & '01')),TRUE,FALSE)))
Can someone with more knowledge than me give me some light ? It will be much appreciatted
Thank you
Try below formula :
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I'm not sure if I've been clear enough about the rule. After the 4th of the current month you cannot edit or update the close date of the opportunity with the date prior to 4th of the current month. If the close date > 4th current month then you can edit.
Thank you
If I understand it correctly, this should work:
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My code below do almost all that except the closeDate that is set > 4th this month is getting an error when setting the date to the following years ahead.
Thank you