• Georgina11
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Hello

I want to implement the logic that you can only progress if a revenue schedule has been completed.

 

I have tried the following logic.

 

Can anyone help - as it does not work.

 

AND
( OR
(ISPICKVAL(StageName , "Proposal / Pitch Delivered") ,
ISPICKVAL(StageName , "Short Listed") ,
ISPICKVAL(StageName , "Verbally Agreed") ,
ISPICKVAL(StageName , "Negotiation") ,
ISPICKVAL(StageName , "Final Contract") ,
ISPICKVAL(StageName , "Closed - Won (w/o contract)") ,
ISPICKVAL(StageName , "Closed - Won (contracted)") , Amount < 1 )
)

I am having trouble with the below formula as it is date/time based.

 

I was hoping to use traffic lights, based on when the opportunity record has last been modified, to ensure that the opportunity is being updated regularly / highlight when they are not being updated.

 

 

I would like a green light to be dispalyed for the first 10 days , a yellow one to be displayed between 10 and 20 days and a red light after 30 days. I have tried with the below formula but it does not seem to work Can anyone help please?

 

IMAGE

( CASE

( LastModifiedDate,

NOW() -10, "/img/samples/light_green.gif",

NOW() - 20, "/img/samples/light_yellow.gif",

NOW() - 30, "/img/samples/light_red.gif",

"/s.gif"),

"status colour")

 

Thanks

Hello

I want to implement the logic that you can only progress if a revenue schedule has been completed.

 

I have tried the following logic.

 

Can anyone help - as it does not work.

 

AND
( OR
(ISPICKVAL(StageName , "Proposal / Pitch Delivered") ,
ISPICKVAL(StageName , "Short Listed") ,
ISPICKVAL(StageName , "Verbally Agreed") ,
ISPICKVAL(StageName , "Negotiation") ,
ISPICKVAL(StageName , "Final Contract") ,
ISPICKVAL(StageName , "Closed - Won (w/o contract)") ,
ISPICKVAL(StageName , "Closed - Won (contracted)") , Amount < 1 )
)

I am having trouble with the below formula as it is date/time based.

 

I was hoping to use traffic lights, based on when the opportunity record has last been modified, to ensure that the opportunity is being updated regularly / highlight when they are not being updated.

 

 

I would like a green light to be dispalyed for the first 10 days , a yellow one to be displayed between 10 and 20 days and a red light after 30 days. I have tried with the below formula but it does not seem to work Can anyone help please?

 

IMAGE

( CASE

( LastModifiedDate,

NOW() -10, "/img/samples/light_green.gif",

NOW() - 20, "/img/samples/light_yellow.gif",

NOW() - 30, "/img/samples/light_red.gif",

"/s.gif"),

"status colour")

 

Thanks