We have below lead status on Lead object
Lead Status Pick values : New, New Response, In Progress, Rejected, Qualified
We wanted to restict users from switching status and editing records
When New or New Response status, user should not be able to edit any record/field on Lead until the status changes to Inprogress
When the status is Inprogress, user can only change it to rejected or qualified. But can edit record with Inprogress status
Below is the validation rule I tried. The problem is with InProgress status, its does not allow users to update any other field/record value. It only allows user to update and save with rejected or qualified status.
Can someone pls help, on how can we allow user to edit record/fields in Inprogess with the same validation rule below.
AND(
($Profile.Name = 'System Administrator'),
IF(
AND(
OR(ISPICKVAL(PRIORVALUE( Status ),"New"),
(ISPICKVAL(PRIORVALUE( Status ),"New Response"))),
NOT(ISPICKVAL( Status ,"In Progress"))),
true,
IF(
AND(
(ISPICKVAL(PRIORVALUE( Status ),"In Progress")),
AND(NOT(ISPICKVAL(Status ,"Qualified")),
NOT(ISPICKVAL(Status ,"Rejected"))
)),true,false)
)
)