Workflow for status field validation
Hi,
I've created a new picklist field that copies the status field, and i want to create a field validation or workflow that will not let someone convert the lead unless it has been qualified first.
I tried to use the following on a workflow:
Before modified record saved
Workflow Condition: (PRE('<plstatus2_ITAG>')<>[<plstatus2_ITAG>]) AND ((PRE('<plstatus2_ITAG>')=LookupValue("OCC_CUST_LOV_LEAD_6", "Qualified")) AND ([<plstatus2_ITAG>]=LookupValue("OCC_CUST_LOV_LEAD_6", "Converted")))
Actions If Condition Is False:
Cancel save
Can anyone help with the correct expression syntax?
thank you,
I've created a new picklist field that copies the status field, and i want to create a field validation or workflow that will not let someone convert the lead unless it has been qualified first.
I tried to use the following on a workflow:
Before modified record saved
Workflow Condition: (PRE('<plstatus2_ITAG>')<>[<plstatus2_ITAG>]) AND ((PRE('<plstatus2_ITAG>')=LookupValue("OCC_CUST_LOV_LEAD_6", "Qualified")) AND ([<plstatus2_ITAG>]=LookupValue("OCC_CUST_LOV_LEAD_6", "Converted")))
Actions If Condition Is False:
Cancel save
Can anyone help with the correct expression syntax?
thank you,
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