Comments on: Help! I need to Lock an Opportunity after Close! http://jamesrsullivan.com/2008/02/help-i-need-to-lock-an-opportunity-after-close/ Wed, 21 Jul 2010 05:57:41 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: James Sullivan http://jamesrsullivan.com/2008/02/help-i-need-to-lock-an-opportunity-after-close/comment-page-1/#comment-159 James Sullivan Mon, 08 Dec 2008 03:59:07 +0000 http://pipelime.com/archives/24#comment-159 Justin, The formula you entered above says to trigger when there is an edit and the StageName is already Won-Signed and the person doing the editing is not TelemarketingM... So, if you're testing with someone that has the role TelemarketingM they are exempt from the rule. If you want to make it apply to everyone, change it to: PRIORVALUE(StageName) = “Won-Signed” Justin,

The formula you entered above says to trigger when there is an edit and the StageName is already Won-Signed and the person doing the editing is not TelemarketingM…

So, if you’re testing with someone that has the role TelemarketingM they are exempt from the rule. If you want to make it apply to everyone, change it to:

PRIORVALUE(StageName) = “Won-Signed”

]]> By: Justin Davis http://jamesrsullivan.com/2008/02/help-i-need-to-lock-an-opportunity-after-close/comment-page-1/#comment-158 Justin Davis Thu, 04 Dec 2008 20:20:08 +0000 http://pipelime.com/archives/24#comment-158 I'm having some trouble getting this to work. This is the code I'm using: and(PRIORVALUE(StageName) = “Won-Signed”, not( $UserRole.Name = “TelemarketingM”)) The role name is TelemarketingM, and I want the Opportunity locked once the stage hits Won - Signed. Any help would be greatly appreciated, thanks! I’m having some trouble getting this to work. This is the code I’m using:

and(PRIORVALUE(StageName) = “Won-Signed”, not( $UserRole.Name = “TelemarketingM”))

The role name is TelemarketingM, and I want the Opportunity locked once the stage hits Won – Signed. Any help would be greatly appreciated, thanks!

]]>