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Validation rule: Opportunity_need_approval_to_close

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Validation rule: Opportunity_need_approval_to_close

Validation rule Details

Name

Opportunity_need_approval_to_close

Label

Opportunity_need_approval_to_close

Object

Opportunity

Active

Yes

Formula

AND(
ISPICKVAL(StageName, "Closed Won"),
ISCHANGED(StageName),
AQC_ApprovedByGiftImplementation__c = FALSE,
RecordType.Name = "Gift/Pledge"
)

Error message

Opportunity can't be closed until you pass the Gift Handover stage and approval process

Error location

Top of Page

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