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.