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Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because it is change status to 'Converted', preventing from converting

Any ideas?

CONTAINS( TEXT( PRIORVALUE( Status ) ) , "Qualified")

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1 Answer 1

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You can add an exception for the Converted status to your validation rule:

AND( CONTAINS( TEXT( PRIORVALUE( Status ) ) , "Qualified" ),
TEXT( Status ) <> "Converted",
NOT( ISNEW( ) ) )
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  • Thank you. Just noticed - when I use the above, I cannot create a lead with the value of Qualified. It just works when I change the value. Any thoughts?
    – Clehan1
    Commented Jan 22, 2015 at 13:49
  • Try my editted answer, we now also check whether the Lead is a new record using NOT( ISNEW ( ) )
    – Koen Wesselman
    Commented Jan 22, 2015 at 13:52
  • No problem, glad I could help!
    – Koen Wesselman
    Commented Jan 22, 2015 at 14:28

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