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Michael Vinci
Preventing user from creating a task for a specific record type
Hello,
I was wondering if it is possible to prevent a user from creating a task object with a Related To field that is assigned to an account of a specific record type? Tried using validation rules but unfortunately there I cannot find a way to reference the record type of the object in order to create the conditions
Thanks
MV
I was wondering if it is possible to prevent a user from creating a task object with a Related To field that is assigned to an account of a specific record type? Tried using validation rules but unfortunately there I cannot find a way to reference the record type of the object in order to create the conditions
Thanks
MV
You will have to write a trigger to achieve that since we can't access the recordtype for the related account record.
Your trigger will look like this:
All Answers
https://help.salesforce.com/articleView?id=permissions_record_type_access.htm&type=5
https://help.salesforce.com/articleView?id=admin_recordtype.htm&type=5
https://help.salesforce.com/articleView?id=users_profiles_record_types.htm&type=5
You will have to write a trigger to achieve that since we can't access the recordtype for the related account record.
Your trigger will look like this: