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Validation rule: Closed_lost_and_loss_reason

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Validation rule: Closed_lost_and_loss_reason

Owned by praveen.sampath
Aug 16, 2024
1 min read

Validation rule Details

Name

Closed_lost_and_loss_reason

Label

Closed_lost_and_loss_reason

Object

Opportunity

Active

Yes

Formula

contains (text( StageName ), "Closed Lost") &&
ISPICKVAL( Loss_Reason__c , "") &&
!OR($Profile.Name = 'AQ Sys Admin', $Profile.Name = 'System Administrator')

Error message

Loss reason required for closed lost opportunity.

Error location

Top of Page

Description

opportunity records can’t be closed lost without having a loss reason selected

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