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Julius Salvador Validation Rule Assistance
Hi All,
How do I create a validation rule that prohibits a user who has the capability to transfer records not to transfer a lead if a field is checked?
I have a custom field named "Transferable" on the leads, and what I wish to do is to only allow users to reassign the lead to other user if the "Transferable" field is checked. Thanks in advance.
How do I create a validation rule that prohibits a user who has the capability to transfer records not to transfer a lead if a field is checked?
I have a custom field named "Transferable" on the leads, and what I wish to do is to only allow users to reassign the lead to other user if the "Transferable" field is checked. Thanks in advance.
AND(
!ISNEW(),
Transferable__c != True,
ISCHANGED(OwnerId)
)
This will prevent the Owner from changing if your transferable field is not marked True. I added the first clause of ISNEW not true in case you have lead queues involved to ensure that your proper workflows still work with incoming leads, and then upon any update to that lead record, the owner can not change without the transferable checkbox being marked as true.
Hope this makes sense, and if this works for you please mark as the best answer....
Shawn