There are 2 requirements:
- standard users can’t update the status of a record beyond “open won” (so that only SF Admins or auto processes update “registered” and the stages beyond registration. Validation rule for this:
AND( $Profile.Name <> "System Administrator", ISCHANGED(StageName), OR(TEXT(StageName) = "Registered", TEXT(StageName) = "Pre-Certified", TEXT(StageName) = "Documentation, Submission", TEXT(StageName) = "Performance verified", TEXT(StageName) = "Appeals", TEXT(StageName) = "Certification/ Closed Won") )
Requirement 2: Standard users cannot update the status of a record that is already Registered (or post-registered phase). For us, some Opp was already “Registered” but some standard user was able to change the record to “Open Won.”
I am looking for the validation rule of requirement 2 and which should align with first requirement also.
Thanks, Please guide.
There are 2 validation rules.
Ans: You need to mention which particular stageNames standard users will not be allowed to select.
Rule will be like this (put all the stageNames with || condition) and show the error message when following is true:
Ans: Show the error message when following is true.
Ans: You need to check