CRM On Demand - Administration (MOSC)

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Workflow for status field validation

edited Jun 15, 2016 5:11AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered
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,

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