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Validation Rule Help, not sure where to start.
I have a custom object called Service Engagements, and a related object called Service engagement parts. I would like to create a validation rule so that when the user is in the service engagements, they are not able to create a Parts Request if the status of the SE is set to 'Ready for Billing' 'Billing Complete' 'Posted' Complete - No Charge'.
The button for the Parts Request brings them to a visual force page, there is code in the class that is supposed to set this to readonly - true, and then gives a error message. The problem is that for some strange reason (which I am still looking into) this does not work all the time, it is hit or miss. I am working with the developer to figure out the issue, it is just taking a while.
So in the meantime I was going to make a validation rule on the SE Parts request that says if the Service Engagement status is set to 'Ready for Billing' 'Billing Complete' 'Posted' Complete - No Charge', it won't allow them to save it. I realize this will be a pain for the user since they have already filled out the info, but they are supposed to check anyhow.
So the Parts Request Object I started a validation rules that looks at the status of the SE. Service_Engagement__r.Status__c , but I have no idea how to write this (I am very new to this as you can tell). Any help would be greatly appreciated. I am guessing I can set this so that they can't save it just with the error message.
Thank you very much for any input.
You can try below validation formula:
OR( Status__c ='Ready for Billing', Status__c = 'Billing Complete' ,Status__c = 'Posted' ,Status__c = 'Complete - No Charge')
You can write a validation rule in Parts Request object.
OR(
ISPICKVAL(Service_Engagement__r.Status__c, 'Ready for Billing'),
ISPICKVAL(Service_Engagement__r.Status__c, 'Billing Complete'),
ISPICKVAL(Service_Engagement__r.Status__c, 'Posted'),
ISPICKVAL(Service_Engagement__r.Status__c, 'Complete - No Charge')
)
.. and then put an error message.
Does this help? Let me know if not..