CRM On Demand - Administration (MOSC)

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URGENT: Restrict moving backward in Sales Stages

edited Mar 3, 2013 11:39PM in CRM On Demand - Administration (MOSC) 3 commentsAnswered ✓
Hi All,

I want to apply same restriction at every stage i.e. Can't move backward in Sales Stages & display the same message respectively.

Eg: If Sales Stage = 2, then we can't change it to 1.

For this, I applied following field validation on "Sales Stage ID" however if its not working out properly i.e. Its giving the error while moving backward as desired however its giving the same error message when trying to move forward too like from Sales Stage 2 to 3.

PRE('<SalesStage>')<>2 AND PRE('<SalesStage>')<>3 AND PRE('<SalesStage>')<>'Closed/Won' AND PRE('<SalesStage>')<>'Closed/Lost'

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