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Carl MahCarl Mah 

Validation Rule Help with StageName limited to specific UserId and Profile

Hi
Not sure why I'm getting an error with this VR below.
I want to restrict a specific StageName to be only used by those with profile Finance Administrators and a specific user. (i.e other users cannot use use this Sales Stage apart from User.Id XXXXXXXX and those with profile Finance Administrators)

AND( 
ISCHANGED (TEXT(StageName, 'S6 - Closed Won - Credit Note')), 
$User.Id <>"XXXXXXXXXX", 
$Profile.Name <>"Finance Administrators" 
)

Any idea on how to resolve this VR please?

Thanks
Best Answer chosen by Carl Mah
Nitish SinghalNitish Singhal
Hi Carl,

I have tried, and the below code works fine for this VR. Please try. 
AND( 
ISCHANGED(StageName),
ISPICKVAL(StageName, 'S6 - Closed Won - Credit Note'), 
$User.Id <> "XXXXXXXXXX", 
$Profile.Name <> "Finance Administrators" 
)
Hope this helps !!

Thanks
Nitish
 

All Answers

Nitish SinghalNitish Singhal
Hi Carl,

I have tried, and the below code works fine for this VR. Please try. 
AND( 
ISCHANGED(StageName),
ISPICKVAL(StageName, 'S6 - Closed Won - Credit Note'), 
$User.Id <> "XXXXXXXXXX", 
$Profile.Name <> "Finance Administrators" 
)
Hope this helps !!

Thanks
Nitish
 
This was selected as the best answer
Carl MahCarl Mah
Works! Thanks Nitish! :)