2

Background

In opportunity object I've got two fields

  • Stage (Initiated, Develop, Submitted, Review, Hold, Closed)
  • Status (open, lost, rejected, withdrawn, closed)

Objective

I'm trying to create validation rule to prevent Stage being set to Closed when Status = Open.

What I've done so far

In process builder, I've got the criteria as AND(ISCHANGED(Stage) = True, Stage = Closed, Status = Open). But I do not know where to go from here.

Request

Does anyone know what actions I need to enter into process builder, to prevent the stage field from updating to Closed (or revert it back to its prior value). if Status = Open?

1

Process Builder cannot stop edits/changes directly; it can only revert changes. Instead, go to Object Manager in Setup, then click on Opportunity, then Validation Rules (If you're in Classic, Setup > Customize > Opportunity > Validation Rules). You can use the formula there.

2
  • Thankyou!! I did a Validation rule where (AND(TEXT(opportunity_status__c) = 'open', TEXT(opportunity_stage) = 'closed'), and it worked like a charm. I've accepted answer and upvoted, but since I've only got 1 rep on this SE, it didn't get recognized. Sep 8 '20 at 0:38
  • @BobbyHeyer Don't worry about it, I think I have enough rep 😉. Also, you got your first +1. Great question, I meant to upvote earlier!
    – sfdcfox
    Sep 8 '20 at 1:16

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.