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Prevent Record Type from Changing
I am attempting to create a validation rule on Opportunities that will prevent certain types of users from changing the record type. I know how to limit by profile, no worries there, but I cannot seem to find a way to tell if the record type value has changed from one type to another.
ISCHANGED does not work when I attempt to access one of the record type fields, and the field RecordType does not exist according to the syntax editor.
Any ideas out there?
Actually, I just found a better way. I had forgotten that the Formula Editor doesn't actually provide the correct field in this case.
I couldn't use the RecordType field (it couldn't find it) and I could use the lookup variables directly with ischanged (ischanged(recordtype.name)).
The solution I found was to use ischanged(RecordTypeId). This works great.
Thanks for your reponse though! Always appreciated.
All Answers
To reference Record Types by name rather than ID, create a custom Formula field on your Oppty object
DataType: Formula(Text)
Formula: $RecordType.Name
Now you can reference this field in your validation formulas
Actually, I just found a better way. I had forgotten that the Formula Editor doesn't actually provide the correct field in this case.
I couldn't use the RecordType field (it couldn't find it) and I could use the lookup variables directly with ischanged (ischanged(recordtype.name)).
The solution I found was to use ischanged(RecordTypeId). This works great.
Thanks for your reponse though! Always appreciated.