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Austin AndrewAustin Andrew 

How to count records that share a picklist value - through validation or formula?

I'm trying to limit the availability of picklist options across the organization based on the selected values of other records..

I.e. we use a picklist to identify the time (8:15, 8:30, 8:45, etc.) in which we interact with a client. If a timeslot of 8:00 is selected for 'John', I no longer want that timeslot available to 'Tom'. 

Thanks for any help! 
Best Answer chosen by Austin Andrew
Dhanya NDhanya N
Hi Austin,

I don't think we can achieve this with validation rule or formula since we have to search for the existing records that if John is already allocated for 8:00 slot. So better option is doing this with trigger.

Regards,
Dhanya

All Answers

Dhanya NDhanya N
Hi Austin,

I don't think we can achieve this with validation rule or formula since we have to search for the existing records that if John is already allocated for 8:00 slot. So better option is doing this with trigger.

Regards,
Dhanya
This was selected as the best answer
Austin AndrewAustin Andrew
Dhanya, 

Thanks for the reply. That's what I suspected. I'll look at triggers.

Cheers