Trying to set up workflow to prevent users (except Administrator Role) from updating an Opportunity
I have created a workflow to prevent users from modifying an Opportunity once the Opportunity has been closed (Won or Lost) by using the following criteria:
Record Type | Opportunity |
Trigger Event | Before modified record saved |
Criteria = [<StageStatus>] = 'Op
Actions If Condition Is False
Cancel Save [Checked]
Display Message | Closed Opportunities cannot be |
This Criteria works, and once an Opportunity is closed, The Stage Status is no longer "Open" creating a False condition...and no changes can be applied to the record. The Display Message appears as expected.