Symptom
Your workflow rule of Opportunity Custom Status field update is failing with error message "Custom Status Won Is Not Valid" in the Workflow Changes view of an Opportunity.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales work center.
- Open the Opportunities view.
- Open Opportunity ABC (where ABC is the ID of an Opportunity).
- Trigger the workflow rule by meeting its conditions.
You notice that the workflow rule fails; an error message "Custom Status Won Is Not Valid" appears in the Workflow Changes view of Opportunity ABC.
Cause
You are not allowed to directly change the status of the field Custom Status from Lost to Won or vice-versa. You should change it to In Process between them.
Resolution
To achieve this, you should have two workflow rules maintained: one that changes the Custom Status field to In Process and other workflow rule to set the opportunity Custom Status to Lost or Won afterwards.
Keywords
Custom Status Workflow Rule Field Update Opportunity , KBA , LOD-CRM-WKF , Workflow , How To