0
AND(
TEXT(Status) != ( TEXT( PRIORVALUE(Status) )  = "Converted To Opportunity"),
TEXT(Status) != ( TEXT( PRIORVALUE(Status) )  = "Rejected")
)
5
  • Construction A != B = C is not really correct. What are you trying to achieve?
    – kurunve
    Sep 5, 2016 at 9:41
  • System will restrict user to change Lead status from “Converted to Opportunity" to Open/ Rejected/ Accepted. Further more status accepted can not be open
    – K.Saurav
    Sep 5, 2016 at 9:43
  • AND( ( TEXT( PRIORVALUE(Status) ) = "Converted To Opportunity"), OR( TEXT(Status) = "Open", TEXT(Status) = "Rejected", TEXT(Status) = "Accepted") )
    – kurunve
    Sep 5, 2016 at 9:44
  • You should include the use case in the question rather than just the formula as otherwise it is not really possible to provide any help - see How to Ask
    – Dave Humm
    Sep 5, 2016 at 11:29
  • @kurunve looks like you have the answer. Please post.
    – cropredy
    Sep 6, 2016 at 1:26

1 Answer 1

1

To forbid changing Lead status from “Converted to Opportunity" to "Open"/"Rejected"/"Accepted", next formula may be used:

 AND(
     TEXT( PRIORVALUE(Status) ) = "Converted To Opportunity",
     OR( TEXT(Status) = "Open",
         TEXT(Status) = "Rejected",
         TEXT(Status) = "Accepted"
       )
 )

First condition under AND operand checks if the old status is "Converted to Opportunity", and new one is equal to Open or Rejected or Accepted.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .