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Eric Chan 50
Validation Rule - Disable Certain Picklist Value for a Sales Profile on Record Type
Can anyone let me know if im doing this correctly?
Need a validation rule that prevents a Sales user from updating a picklist to a Certain Value on a Certain Record Type.
For this excample, i want to prevent Sales User from updating picklist to Value1 (and allow all other values for them) for that record type
(AND( $User.ProfileId <> "Sales User",,$RecordType.Name = "Record Type Name",
ISCHANGED(Status__c),
NOT(ISPICKVAL(Status__c, 'Value2')),
NOT(ISPICKVAL(Status__c, 'Value3')),
NOT(ISPICKVAL(Status__c, 'Value4')),
)
)
Need a validation rule that prevents a Sales user from updating a picklist to a Certain Value on a Certain Record Type.
For this excample, i want to prevent Sales User from updating picklist to Value1 (and allow all other values for them) for that record type
(AND( $User.ProfileId <> "Sales User",,$RecordType.Name = "Record Type Name",
ISCHANGED(Status__c),
NOT(ISPICKVAL(Status__c, 'Value2')),
NOT(ISPICKVAL(Status__c, 'Value3')),
NOT(ISPICKVAL(Status__c, 'Value4')),
)
)
AND(
$Profile.Name="Sales User"
$RecordType.Name == "Record Type Name",
ISCHANGED(Status__c),
ISPICKVAL(Status__c, 'Value1')
)
Thanks,
Maharajan.C
All Answers
First question that jumps to mind - is this the Opportunity object, if so, would Sales Processes solve your issue.
Second question - if the user is not a "Sales Users", should they be able to select "Value1" ?
Lastly, to answer the question, your validation will fire if the outcome is TRUE, so try something like:
Regards
Andrew
AND(
$Profile.Name="Sales User"
$RecordType.Name == "Record Type Name",
ISCHANGED(Status__c),
ISPICKVAL(Status__c, 'Value1')
)
Thanks,
Maharajan.C