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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  • Status (open, lost, rejected, withdrawn, closed)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?

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1 Answer 1

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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.

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  • 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.
    – Bobby Heyer
    Commented Sep 8, 2020 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 ♦
    Commented Sep 8, 2020 at 1:16

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