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Local Edge Validation Rule help for Task Subject Field
I had originally wanted to change the Subject Field in the Task window to a drop down menu with some specific items to select from.
Per SF support this is a hard coded field and cannot have the type changed.
Basically what I would like to do is have a validation rule in place that restricts what can be typed/entered into the task field…i.e. if they do not enter one of the items from the picklist the record cannot be saved.
The picklist items currently in place are:
Call
Drop In
Meeting
Proposal Requested
Proposal Received.
Is this something anyone can help with?
You can write validation rules for Tasks just like any other object. Here's one way to accomplish what you need:
1. Create a new Activity custom formula text field, "Subject Check". This field should not be on any page layouts.
CASE(Subject, "Call", "Valid", "Drop In", "Valid", "Meeting", "Valid", "Email", "Valid", "Proposal Requested", "Valid", "Proposal Received", "Valid", "Invalid")
2. Create a new Task validation rule:
Error Condition Formula: Subject_Check__c = "Invalid"
Error Message: Subject must be one of the following values: Call, Drop In, Meeting, Email, Proposal Requested, Proposal Received.
Error Location: Subject
The validation rule is case sensitive -- that is, users will need to enter "Call" versus "call" or it will not let them save the Task.
New issue...Now that this rule is active we are unable to convert leads to accounts.
When an attempt is made the error warning for task subject pops up even though a proper subject field is selected.
I had to take the validation rule offline to convert.
Is there anything else that may be causing this? Are you sure the Subject field is correctly filled in on the Convert screen?
https://developer.salesforce.com/forums/?id=9062I000000IYGHQA4