CRM On Demand - Administration (MOSC)

MOSC Banner

Help - Sales Stage Id Field Validation

edited Feb 29, 2012 6:46AM in CRM On Demand - Administration (MOSC) 5 commentsAnswered
Hello,

We have a requirement to restrict certain role based users  from closing a deal. In other words display an error message when the user picks sales stage as "Closed/Won". Here s what I tried

([<SalesStage>] = "Closed/Lost" OR [<SalesStage>] ="Negotiations Taking Place" OR [<SalesStage>] = "Financial Approval Pending" OR [<SalesStage>] = "DO Received")  and (UserValue('<Role>') ='Partner Sales Representative Role')

This works fine as long as the user toggles betwenn sales satges other than "Closed/Won". But once he picks "Closed/Won" the error pops up as it should but doesn't go away when he picks any other options. The message keeps popping up .

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center