Given the Lead Statuses I have, and in the order they appear, I need to be able to accomplish two things with a validation rule:
1 In general no lead status can change backwards with the exception of
2 The “Unqualified” and “Re-Market” statuses should be able to be change back to the “MQL – Follow Up” status and only that status
The below validation rule accomplishes #1 fine in that in general backwards movement of lead status gets trapped by the validation rule, however with #2 All Prior Values are allowed to be reset back to “MQL - Follow Up” instead of just the “Unqualified” and “Re-Market” values.
Just to clarify with an example: the “Customer” status should never be able to move backwards but with this validation in place it can erroneously be reset to “MQL – Follow Up”.
Can anyone spot what needs to change in the validation rule below to achieve the above described?
CASE( Status ,
"Open",1,
"New",2,
"MQL - Follow Up",3,
"In Progress",4,
"In Progress - Further Activity",5,
"Re-Market",6,
"Unqualified",7,
"Non-Prospect",8,
"Wrong Contact",9,
"No Longer w/Co",10,
"Remove",11,
"Qualified",12,
"Customer",13,
"Approved",14,0)
<
CASE(PRIORVALUE(Status) ,
"Open",1,
"New",2,
"MQL - Follow Up",3,
"In Progress",4,
"In Progress - Further Activity",5,
"Re-Market",6,
"Unqualified",7,
"Non-Prospect",8,
"Wrong Contact",9,
"No Longer w/Co",10,
"Remove",11,
"Qualified",12,
"Customer",13,
"Approved",14,0) && (TEXT(Status) != 'MQL - Follow Up' && (PRIORVALUE(Status) != 'Re-Market' || PRIORVALUE(Status) != 'Unqualified'))