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ctzompanakis Validation Rule: Making Lead Source Read Only in certain scenarios?
Hi all
I am trying to create some type of validation rule where the "lead source" field is read only in certain scenarios. Basically our sales team both receives leads from the web & manually enters leads as well. Currently the lead source is a required field, but at any time the sales team can change the lead source since its not locked. I am looking to create something that allows them to enter a lead source when entering a new lead but does not let them change it if a lead source is already entered.
If anyone can help it would be greatly appreciated.
Thanks!
Christopher
I am trying to create some type of validation rule where the "lead source" field is read only in certain scenarios. Basically our sales team both receives leads from the web & manually enters leads as well. Currently the lead source is a required field, but at any time the sales team can change the lead source since its not locked. I am looking to create something that allows them to enter a lead source when entering a new lead but does not let them change it if a lead source is already entered.
If anyone can help it would be greatly appreciated.
Thanks!
Christopher
Christopher,
This should do it. Once Lead Source has a value this validation rule formula will not allow it to be changed.
Neal