Timeline for Validation Rule to Lock Opp 15 Days After a Quarter Ends
Current License: CC BY-SA 3.0
12 events
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| Nov 4, 2016 at 16:09 | comment | added | sfdcfox♦ | @ZacheryTapp That's going to be mildly complicated because of leap years, but I think you'd need to change -15 to +75 to be "close enough". | |
| Nov 4, 2016 at 13:19 | comment | added | Zakk Tapp | @sfdcfox our Quarters are typical (starting on 4/1, ending on 3/30 in 3 month intervals), do you think this will work?) I'm still running into snags. | |
| Oct 13, 2016 at 14:21 | comment | added | Zakk Tapp | @sfdcfox much appreciated - I think this is going to work! We are testing now and modifying as needed! | |
| Oct 13, 2016 at 2:35 | comment | added | sfdcfox♦ | @ZacheryTapp you can adjust this formula to fit your needs. I was just trying to point you in the right direction. If IsClosed won't work, you can certainly specify stage names. | |
| Oct 13, 2016 at 2:06 | comment | added | Zakk Tapp | @sfdcfox thanks for this - I'll give this a shot tomorrow. I like the idea of using IsClosed - but if we have other stages that are technically closed (e.g. when the donation comes through the door, we technically close the gift, but we use the stage to indicate that it still needs to be won with 'Closed Won - Send Thanks') would that still work? I didn't know about the custom permission - that's awesome! | |
| Oct 12, 2016 at 20:52 | comment | added | sfdcfox♦ | @AdrianLarson Yeah, there's no formula methods I know of that would allow them to know the fiscal quarter of an arbitrary date. | |
| Oct 12, 2016 at 20:51 | comment | added | Adrian Larson♦ |
I guess if they implement Custom Fiscal Quarters they're stuck with Apex, eh?
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| Oct 12, 2016 at 20:28 | comment | added | sfdcfox♦ | @AdrianLarson I meant IsClosed, actually. Thanks for the note. | |
| Oct 12, 2016 at 20:28 | history | edited | sfdcfox♦ | CC BY-SA 3.0 |
deleted 1 character in body
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| Oct 12, 2016 at 20:27 | comment | added | Adrian Larson♦ |
The second AND clause is just ISCHANGED?
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| Oct 12, 2016 at 20:16 | history | edited | sfdcfox♦ | CC BY-SA 3.0 |
added 6 characters in body
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| Oct 12, 2016 at 20:08 | history | answered | sfdcfox♦ | CC BY-SA 3.0 |