We have opportunities with products on them that have approval processes. Each product is approved by a user in Salesforce. Once all of them are approved, we mark the opportunity as "Closed-Won'. We are trying to create a validation rule that stops a user from marking it as "Closed-Won" until all of the products have been approved.
We created two roll-up summary fields that count the number of products, and then the number of approved products.
This is what we have so far:
AND( ISCHANGED(StageName),
RecordTypeId = “0122K000001DcHKQA0”,
ISPICKVAL(StageName,“Closed-Won”),
Number_of_Approved_Products__c <> Number_of_Products__c)
Can someone help me figure this out?
13 answers
or try using
AND(
ISCHANGED(StageName),
RecordType.Name = "Partner Opportunity",
ISPICKVAL(StageName, "Closed - Won"),
Number_of_Approved_Products__c <> Number_of_Products__c
)
