In opportunity object I've got two fields
- Stage (Initiated, Develop, Submitted, Review, Hold, Closed)
- Status (open, lost, rejected, withdrawn, closed)
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.
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?