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Opportunity Stage Changes
Hello,
I would like to track opportunity stage movement.
Opportunity Stages are 1 New ,2 Pipline,3 Best Case,4 Probable, 5 Commit ,7 Closed Lost, 7 Closed Won. (Picklist)
When a Stage is moved from 2 and to 3 or 4 or 5 or 6 or 7
Check "Stage Movement" Box
But when a Stage goes from 2 to 7 Closed Lost or Omited,
Not 2 || Closed Lost || Omitted
Not Check "Stage Movement" Box
Is this possible?
I would like to track opportunity stage movement.
Opportunity Stages are 1 New ,2 Pipline,3 Best Case,4 Probable, 5 Commit ,7 Closed Lost, 7 Closed Won. (Picklist)
When a Stage is moved from 2 and to 3 or 4 or 5 or 6 or 7
Check "Stage Movement" Box
But when a Stage goes from 2 to 7 Closed Lost or Omited,
Not 2 || Closed Lost || Omitted
Not Check "Stage Movement" Box
Is this possible?
OR(
AND(
ISPICKVAL(PRIORVAL(StageName,'Pipeline')),
ISPICKVAL(StageName,'Best Case')
),
OR(
Next Condition
)
)
Then, create a field update to set Stage Movement to True or False accordingly.
I get this error message. Can you tell me what i need to fix?
OR(
AND(
ISPICKVAL(PRIORVAL(StageName,'Pipeline')),
ISPICKVAL(StageName,'Best Case')
),
OR(
ISPICKVAL(PRIORVAL(StageName,'4 Probable')),
ISPICKVAL(StageName,'5 Commit')
)
)
Example:OwnerId <> LastModifiedByIdevaluates to true when the person who last modified the record is not the record owner.More Examples ...
Insert Operator
OR( AND( ISPICKVAL(PRIORVAL(StageName,'Pipeline')), ISPICKVAL(StageName,'Best Case') ), OR( ISPICKVAL(PRIORVAL(StageName,'4 Probable')), ISPICKVAL(StageName,'5 Commit') ) )
Error: Field StageName is a picklist field. Picklist fields are only supported in certain functions. <a href="javascript:openPopupFocusEscapePounds('https://help.salesforce.com/apex/htdoor?loc=help&target=tips_on_building_formulas.htm%23picklists_and_msps§ion=Customizing&language=en_US&release=202.21.1&instance=CS45', 'Help', 1024, 768, 'width=1024,height=768,resizable=yes,toolbar=yes,status=yes,scrollbars=yes,menubar=yes,directories=no,location=yes,dependant=no', false, false);">Tell me more</a>
Functions
ISPICKVAL(PRIORVALUE(StageName),'Pipeline')
Use ProccessBuilder for the same, you do not need to write a formula with multiple condition. the process flow will be in point and click using process builder.
Thanks
karthik