Validation Rule stops Process Builder to fire

Question

I have a Process Builder and a Validation Rule on the Opportunity Object.

The Validation Rule is meant to stop the users from modifying an Opportunity once Closed Won, apart from Admins.

AND( ISPICKVAL(PRIORVALUE(StageName),"Closed Won"), CASE($Profile.Name, "ProfileName1",1, "ProfileName2",1, 0)=0 )

And the Process Builder is checking if "[Opportunity].IsClosed = TRUE, and updates the Close Date = TODAY().

Error message:

The flow tried to update these records: null. This error occurred: FIELD_CUSTOM_VALIDATION_EXCEPTION

Both the Process Builder and the Validation Rule work fine, but activated separately.

Is there a way to stop the users from modifying the Closed Won Opportunity, but allow the process to change the Close Date for the users?

Thanks.

Answer 1

You have two options,

1. You can create a WF rule to update "Close Date" on Opportunity, Unlike PB, WF rule field update doesn't trigger validation rule (as per order of execution where as process builder updates are enforced to evaluate validation Rules)

2. You can create a field "exclude_pb__c" and add ischanged condition on this field in you validation rule. You should also update this field from your PB(see image attached..). You still need to give edit access to exclude_pb__c for the profiles mentioned in the pb and hide this field from the layout so they will not be able to modify this field.

AND( 
ISPICKVAL(PRIORVALUE(StageName),"Closed Won"), 
CASE($Profile.Name, 
"ProfileName1",1, 
"ProfileName2",1, 0) = 0,
NOT(ISCHANGED(exclude_pb__c))
 )

of the two, I recommend first option.

Answer 2

Use PRIORVALUE in your validation rule.

Basically, if priorvalue and current value is equal and current value equals to ISWON, stop all updates. If priorvalue is not equal to current value and current value equals isWon let updates happen.

The problem is, user can update records, while changing record to closed won in this case.

Adjust your process builder accordingly.