Validation rule: Usyd_Verbal_Acceptance_Rule

Name

Usyd_Verbal_Acceptance_Rule

Label

Usyd_Verbal_Acceptance_Rule

Object

Opportunity

Active

Yes

Formula

AND(
RecordType.DeveloperName = "OutrightGift",
ISCHANGED(AQC_VerbalAcceptance__c),
AQC_VerbalAcceptance__c = True,
NOT(
OR(
ISPICKVAL(StageName, 'Solicitation'),
ISPICKVAL(StageName, 'Gift Handover'),
ISPICKVAL(StageName, 'Closed Won')
)
)
)

Error message

Verbal Acceptance can be set to true only from Solicitation stage onwards - Move the Opportunity stage to Solicitation

Error location

Top of Page

Description

Verbal acceptance to be editable only from Solicitation stage onwards for a Gift/Pledge record type