こんなやり方で大丈夫みたいです。
CASE(StageName,
"0.0 Identification", 1,
"0.1 Qualification", 2,
"1.0 Requirements", 3,
"2.0 Solutioning", 4,
"3.0 Proposal", 5,
"4.0 Selection", 6,
"5.0 Negotiation", 7,
"5.9 Closed Pending Audit", 8,
"6.0 Closed Won", 9,
"Closed Won", 10,
"7.0 Closed Lost/Disqualified", 11,
0) <
CASE(PRIORVALUE(StageName),
"0.0 Identification", 1,
"0.1 Qualification", 2,
"1.0 Requirements", 3,
3)
AND(
ISCHANGED(StageName),
TEXT(StageName) <> "Closed Lost",
CASE( StageName ,
"Proposal",1,
"Negotiate",2,
"Closed Won",3,
0)
>
CASE(PRIORVALUE(StageName) ,
"Proposal",1,
"Negotiate",2,
"Closed Won",3,
0) + 1
)
あるステータスの時は、管理者だけが変更できるという入力規制
-
I have a new Stage Option that I need only the System ADmin to be able to use. I have a validation rule written but it is not working:
う～ん、最初からは思いつかん
AND(
OR(
TEXT(StageName) = "O2B - 100% Complete",
TEXT(PRIORVALUE(StageName)) = "O2B - 100% Complete"),
$Profile.Name <> "System Administrator"
)
同じ日には移動できないようにする例
AND(
ISCHANGED(StageName),
(CASE( StageName ,
"0-Prospect",1,
"1-Qualify",2,
"2-Identify",3,
"3-Validate",4,
"4-Negotiate",5,
"5-Closing",6,
"Closed Won",7,
0)
-
CASE(PRIORVALUE(StageName) ,
"0-Prospect",1,
"1-Qualify",2,
"2-Identify",3,
"3-Validate",4,
"4-Negotiate",5,
"5-Closing",6,
"Closed Won",7,
0)
)>1,
IF(TEXT ( StageName) ="3-Validate",
IF(TEXT(PRIORVALUE(StageName)) ="0-Prospect",TODAY() - Date_Moved_to_Stage_0__c,
IF(TEXT(PRIORVALUE(StageName)) ="1-Qualify",TODAY() - Date_Moved_to_Stage_1__c,
IF(TEXT(PRIORVALUE(StageName)) ="2-Identify",TODAY() - Date_Moved_to_Stage_2__c,
99))),99) < 1
)