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Record types restriction
HI,
we have 15 record types in case object.
do not want to allow to CLOSE/EDIT other records types cases .
but 3 record types are allowed to close/edit each other cases?
How to achieve this?
we have 15 record types in case object.
do not want to allow to CLOSE/EDIT other records types cases .
but 3 record types are allowed to close/edit each other cases?
How to achieve this?
Make all the fields read-only at the pagelayout (13 page layouts) which are assigned to corresponding recordtypes.
Write a validation rule to not to edit other 13 recordtype, I have given sample condition.
Error condition formula :(!isNew() &&(RecordType==1 or recordtpe==2........))
Error Message: Don't Edit
If it solves your problem, please mark it as Answer.
Thanks
You should use below condition formula in validation rule. According to, A user can not edit/close other record types(other 12 case record type) cases.
The user can only edit/close case records of remaining three record types.
Validation Condition Formula: Error Message: You can not edit.
Please implement it.
If you have any issue, you can concern me.
Thanks,
Arvind Kumar
Thanks for your reply,
Can you explain me why you have used DeveloperName in the Validation rule...
please refer below link
https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_recordtype.htm
Thanks
When any record type name use in a formula. We are use developer name of the record type. And we can also use record type Id in the formula.
Because Saravana is correct. Thanks
For your knowledge, I have attached some screenshot. This screenshot will help you for better knowledge.
I have used case Object in this screenshot. Please have a look into this.
Case Record Type: I have used case record type for example and use record type API name in the formula.
To validation rule: I have used Record type name. Please see below.
Either you can use record type Id for build a formula.
I hope when you record this message, you will get better knowledge.
If it solves your problem, please mark it the best answer.
If you have any issue, you can concern me.
Thanks,
Arvind Kumar
It is a great explanation.
If it solves your problem, please mark it the best answer.
Thanks,
Arvind Kumar