商談ステージが後方に移動するのを停止する検証ルール

Answersで回答する時に使う情報のまとめに戻る

• Validation Rule - Stop (ONLY FIRST 3 STAGES) Opportunity Stages from moving backwards

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)

• Validation Rule Stage Issue
• Validation Rule for Opportunity Stages

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

• How To Prevent Skipping of Opportunity Stages in the Same Day

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
)

関連記事

• 商談の入力規則の例
• Validation Rule at Stage