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azar khasim
Validation Rule: When Lead Owner is Call Center and Inbound Call checkbox is false u cannot edit Source, Lead Source, Channel Fields.
Hello Everyone,
Need help in creation of validation rule.
When Lead Owner is Call Center Agent and Inbound Call checkbox is false you(Call Center Agent) cannot edit Source, Lead Source, Channel Source Fields.
Lead Owner Role: Call Center Agent
Lead Field : Inbound_Call__c
Lead Fields not to get update when Inbound_Call__c is false and Owner Role is Call Center Agent.
Lead Fields not to get update.
Channel : Channel__c(Picklist)
Source : Source__c(Picklist) Dependent on Channel.
Campaign Source: DC_Campaign_Source__c(Picklist)Dependent on Source
Lead Source : DC_Lead_Source__c(Picklist) Dependent on Campaign Source
Validation Rule is required to show a message that
if
Lead Owner role is Call Center Agent
Field Inbound_Call__c is false
then you(Call Center Agent) cant update these fields.
Please help me for this Validation rule.
Thanks and Regards,
Azar Khasim.
Need help in creation of validation rule.
When Lead Owner is Call Center Agent and Inbound Call checkbox is false you(Call Center Agent) cannot edit Source, Lead Source, Channel Source Fields.
Lead Owner Role: Call Center Agent
Lead Field : Inbound_Call__c
Lead Fields not to get update when Inbound_Call__c is false and Owner Role is Call Center Agent.
Lead Fields not to get update.
Channel : Channel__c(Picklist)
Source : Source__c(Picklist) Dependent on Channel.
Campaign Source: DC_Campaign_Source__c(Picklist)Dependent on Source
Lead Source : DC_Lead_Source__c(Picklist) Dependent on Campaign Source
Validation Rule is required to show a message that
if
Lead Owner role is Call Center Agent
Field Inbound_Call__c is false
then you(Call Center Agent) cant update these fields.
Please help me for this Validation rule.
Thanks and Regards,
Azar Khasim.
Please try with below code. This prevents the roles Call Center Agent or Call Center Lead Agent changing the fields when the previous value is blank and inbound call is true.
Hope this helps!
Thanks
All Answers
Please try below formula for your validation rule on lead object: Cross check your Role name as Call Center Agent and API names of fields.
Add your error message "If Lead Owner role is Call Center Agent Field Inbound_Call__c is false then you(Call Center Agent) can't update these fields", to the top of your page.
Hope this helps! Please mark as best if it does.
Thanks
Its Working.
Need to update with new criteria.
When User Role is Call Center Agent or Call Center Lead Agent and InboundCall is True.
then
If Any of the Fields are blank then only those fields they can edit it.
Lead Fields not to get update.if they are not blank.
If blank only that field needs to be in Edit mode, Remaining are all in Readonly Mode.
Channel : Channel__c(Picklist)
Source : Source__c(Picklist) Dependent on Channel.
Campaign Source: DC_Campaign_Source__c(Picklist)Dependent on Source
Lead Source : DC_Lead_Source__c(Picklist) Dependent on Campaign Source
Need to update this Validation Rule:
AND($UserRole.Name ='Call Center Agent',
Inbound_Call__c=false) &&
(
( TEXT(Channel__c) != TEXT(PRIORVALUE(Channel__c))) ||
( TEXT(Source__c) != TEXT(PRIORVALUE(Source__c)))||
( TEXT(DC_Campaign_Source__c) != TEXT(PRIORVALUE(DC_Campaign_Source__c)))||
( TEXT(DC_Lead_Source__c) != TEXT(PRIORVALUE(DC_Lead_Source__c)))
)
Please provide me a solution.
Thanks and Regards,
Azar Khasim.
Please try with below code. This prevents the roles Call Center Agent or Call Center Lead Agent changing the fields when the previous value is blank and inbound call is true.
Hope this helps!
Thanks
it is working from my end.
It's very helpful from your side.
Best Answer.