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Keen for some help with this formula please.

It's ignoring the PRIORVALUE OR statement so presumably the order of what I'm doing is incorrect even though PB accepts this syntax:

AND ( 
ISCHANGED([Opportunity].StageName) && [Opportunity].IsWon,
OR(
NOT ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Closed Won'),
NOT ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Won Awaiting Payment')
)
)

To say this another way for clarification:

I want the statement to be TRUE if:

StageName ISCHANGED & Opportunity.IsWon
BUT NOT IF either of these are TRUE,
PRIORVALUE([Opportunity].StageName),'Closed Won'
PRIORVALUE([Opportunity].StageName),'Won Awaiting Payment'
0

Try This :

AND ( ISCHANGED([Opportunity].StageName), [Opportunity].IsWon, NOT ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Closed Won'), NOT ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Won Awaiting Payment') )

Here these 4 condition need to match : 1. Stage changed 2. ISwon = True 3. Prior Val != Closed 4. Prior Val != Won Awaiting Payment

| improve this answer | |
  • 1
    Works beautifully - thanks so much. Hugely appreciated :) – steve17admin Jul 10 '19 at 6:38
  • @steve17admin :) – Sourabh Shrivastava Jul 10 '19 at 8:58
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Use Formula as the condition and try the below code, guess should do the work

IF(ISCHANGED([Opportunity].StageName),
IF( NOT (ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Closed Won') || ISPICKVAL(PRIORVALUE([Opportunity].StageName),'Won Awaiting Payment') ) ,true, false ) , False)

| improve this answer | |
  • Thanks to you too. The previous answer works but I will also try yours....it works too! Thank you also for your quick and excellent reply - appreciated :) – steve17admin Jul 10 '19 at 6:42
  • Thank you for your response :) – VenkateshKumarSakthivel Jul 10 '19 at 6:48

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