Validation rule: Usyd_create_opportunity_from_planning

Name

Usyd_create_opportunity_from_planning

Label

Usyd_create_opportunity_from_planning

Object

Opportunity

Active

Yes

Formula

AND(
ISNEW(),
OR(
ISPICKVAL(StageName, 'Closed Won'),
ISPICKVAL(StageName, 'Closed Lost'),
ISPICKVAL(StageName, 'Solicitation'),
ISPICKVAL(StageName, 'Gift Handover')
)
)

Error message

Opportunities must be created at the Planning stage or before

Error location

Top of Page