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Stop a Profile from creating an Account record type...
On the Account tab there is a new button which allows a user to create an account, then selecting an Account Record Type, according to there profile. I'm trying to limit a few profiles from creating a certain type of account record type, how can I go about this? OR is can this rule be written so that only the System Admin can create these types of Account record types? I want to ensure the profiles are still able to create Accounts from the other numbers account record types we've setup without any interruption. Thanks in advance.
Object: Account
Record Type ID: 012d0000000WFah
Profile ID's needing to block from creating the Account - Interior Record Type: 00ed0000000iCZS, 00ed0000000ie5Z, 00ed0000000jaFj
System Admin Profile ID (if needed): 00ed0000000vi78
All Answers
Steps:
1. Go to profile
2. Go to Record Type Settings
3. Click Edit link for the Account Record Type
4. Remove the record types from Selected Record Types
Thanks
Shashikant
You could use a validation rule on the Account object.
This one will prevent anyone with a certain profile from being able to save anything:
IF( $User.ProfileId = '00e20000001UfIQ', TRUE, FALSE )
You can extend this to limit the effect to certain record types.
Keith
You can access the Record Type is a simliar manner using either:
$RecordType.Name
$RecordType.Id
Also look at the ISNEW() function which checks if the formula is running during the creation of a new record and returns TRUE if it is. If an existing record is being updated, this function returns FALSE.
A combination of these functions will be able to, via a validation rule, stop people creating new records but not prevent them from updating them.
Keith
I am trying to do this same thing, but I am unable to make the formula above work. Just to be sure, is this being inserted into the validation rules formula on the Account object? Also, I replaced your Profile ID and Record Type ID with my own.
Thanks for the help,