Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages:

// Function to validate allowed stage transitions in the Deals module
map validation_rule.LeadStatustValidation1(String crmAPIRequest)
{
    // Convert the incoming API request to a map and extract the 'record' map
    entityMap = crmAPIRequest.toMap().get("record");

    // Get the Deal record ID from the request (if available)
    id = ifnull(entityMap.get('id'),"");

    // Initialize the response map
    response = Map();

    if(id != "")
    {
        // Fetch the existing Deal record using the ID
        getdetails = zoho.crm.getRecordById("Deals",id);

        // Extract current and new stage values
        currentStage = getdetails.get("Stage");
        newStage = entityMap.get("Stage");

        // Log for debugging purposes
        info "Current Stage: " + currentStage;
        info "New Stage: " + newStage;

        // Define the valid stage order (used to determine forward/backward movement)
        stageOrder = list();
        stageOrder.add("Qualified Deal");
        stageOrder.add("Quotation Created");
        stageOrder.add("Negotiation");
        stageOrder.add("Quotation Accepted");
        stageOrder.add("Sales Order Created");
        stageOrder.add("Deal Won");
        stageOrder.add("Deal Lost");

        // Get the index of the current and new stage from the stage order list
        currentIndex = stageOrder.indexOf(currentStage);
        newIndex = stageOrder.indexOf(newStage);

        // Define allowed backward movement only from Negotiation to Quotation Created
        allowBackwardFromNegotiation = list();
        allowBackwardFromNegotiation.add("Quotation Created");

        if(currentIndex > -1 && newIndex > -1)
        {
            if(newStage == currentStage)
            {
                // No change in stage
                response.put("status","success");
                response.put("message","No change in stage.");
            }
            else if(currentIndex < newIndex)
            {
                // Forward movement is allowed
                response.put("status","success");
                response.put("message","Valid forward movement.");
            }
            else
            {
                // Backward movement logic
                if(currentStage == "Negotiation" && allowBackwardFromNegotiation.contains(newStage))
                {
                    response.put("status","success");
                    response.put("message","Backward movement allowed from Negotiation to Quotation Created.");
                }
                else
                {
                    response.put("status","error");
                    response.put("message","Backward movement is not allowed from " + currentStage + " to " + newStage + ".");
                }
            }
        }
        else
        {
            // Invalid stage(s) in the request
            response.put("status","error");
            response.put("message","Invalid stage(s) detected.");
        }
    }
    else
    {
        // No ID provided in the request
        response.put("status","error");
        response.put("message","Record ID is missing.");
    }

    // Return the final response
    return response;
}


Note: You can apply the same concept for leads module also. Thanks.

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