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cldave conditional validation rule
Hi i'm trying to re-write this formula and having some syntax issue :(
Old rule condition was : if 1st established contact already contains a date, canot change it
New rule condition is as follow: If established 1st contact is WITHIN last 3 months, that date cannot be changed with exception for admin
Here is old formula without new condition
AND(
NOT($Profile.Name = "System Administrator"),
ISCHANGED(Established_1st_Contact__c),
NOT(
ISBLANK(
PRIORVALUE(Established_1st_Contact__c))))
If nayone can help, i would appreciate
Thx in advance
Hi,
you can use the id of the profile instead of the name in the condition,
AND(
$User.ProfileId <> "sys admin profile id",
ISCHANGED(Established_1st_Contact__c),
Today()-PRIORVALUE(Established_1st_Contact__c) <= 90 )
All Answers
Hi cldave,
Did the "old" rule work properly?
What is the nature of the syntax error?
The formula that you have written is correct in terms of the ANDs, NOTs, and ISBLANK,ISCHANGED, and PRIORVALUE. You also have the right number of parenthesis. Only thing you might want to try is change "System Administrator" to 'System Administrator' - use single quote instead of double quotes to see if that helps. Otherwise, let me know the nature of the syntax error so that I can better troubleshoot the rule.
Yes sorry if i was not clear, It is a working rule, but the condition need to change, as shown on old rule condition is: If field (date) not = to blank , cannot be changed
Now i need to modify this rule condition to this instead:
If field(date) within last 90 days , field cannot be changed
Basically only allow to change date on this field if older than 90 days
I don't know what you have tried so far, but you might try this modification:
AND(
NOT($Profile.Name = "System Administrator"),
ISCHANGED(Established_1st_Contact__c),
IF(NOT(ISBLANK(PRIORVALUE(Established_1st_Contact__c))),Today() - Established_1st_Contact__c =< 90, False))
Does that get you to your stated goal?
yes that is what i need in theory , unfortunately this formula gives me the following error:
Error: Syntax error. Found '<'
Thank you very much for taking the time to help me, I really suck in formulas and trying to learn :)
Hi cldave,
Change the formula to reflect what is shown in red below. That should work.
AND(
NOT($Profile.Name = "System Administrator"),
ISCHANGED(Established_1st_Contact__c),
IF(NOT(ISBLANK(PRIORVALUE(Established_1st_Contact__c)
)),(Today() - Established_1st_Contact__c) <= 90, False))
Unfortunately it seems this formula is not bringing me the result i'm looking for :(
Example: I take a blank lead mark date of 1st established contact as: 01/01/2013 and try to change it to any date value not in the last 90 days and it lets me
But if i try to change it TO a date in the last 90 days it does not let me, even tho previous date is clearly over last 90 days
For clarity purposes: i want the rule to adhere to the following condition in both order:
Allow changes if conditions met:
- Field blank
-Date older than last 90 days
or
Do not allow changes if conditions met:
-Date in field is within last 90 days
Sorry to be a bother and hope you can help
Thx
How about trying this modification to your fomula:
AND(
NOT($Profile.Name = "System Administrator"),
ISCHANGED(Established_1st_Contact__c),
IF((Today() - Priorvalue(Established_1st_Contact__c))>=90, False, True),
IF(NOT(ISBLANK(PRIORVALUE(Established_1st_Contact__c)
)),(Today() - Established_1st_Contact__c) <= 90, False))
Hi,
you can use the id of the profile instead of the name in the condition,
AND(
$User.ProfileId <> "sys admin profile id",
ISCHANGED(Established_1st_Contact__c),
Today()-PRIORVALUE(Established_1st_Contact__c) <= 90 )
Ty very much guys , finally that last post from Agi worked!
:)