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ShayKhan Restricting Users with a Sales Rep profile to use a particular value from a pick-list field.
Hello All!
I have a requirement where i have to restrict a value called "Upsell - New Term" from field called "Type" (Picklist).
A few criterea will be going into this;
1) I will need to allow the Sales Reps to make edits when the Type is already been selected as "Upsell - New Term".
2) i Will need to make sure admin/delegated admin (Two different profiles) are exempt from this validation rule.
This is what i have so far:
And($Profile.Id!='00eo0000000rxvI',$Profile.Id!='00e1N000000h0wX', ISPICKVAL(Type,'Upsell - New Term'),ISCHANGED(Type))
But for some reason this does not seem to work for some of the users. Is there an alternate way i can go about this?
Thanks!
I have a requirement where i have to restrict a value called "Upsell - New Term" from field called "Type" (Picklist).
A few criterea will be going into this;
1) I will need to allow the Sales Reps to make edits when the Type is already been selected as "Upsell - New Term".
2) i Will need to make sure admin/delegated admin (Two different profiles) are exempt from this validation rule.
This is what i have so far:
And($Profile.Id!='00eo0000000rxvI',$Profile.Id!='00e1N000000h0wX', ISPICKVAL(Type,'Upsell - New Term'),ISCHANGED(Type))
But for some reason this does not seem to work for some of the users. Is there an alternate way i can go about this?
Thanks!
Try the below one:
AND( ISPICKVAL(Type,'Upsell - New Term'),
ISCHANGED(Type),
AND($Profile.Id <> "00eo0000000rxvI",$Profile.Id <> "00e1N000000h0wX") )
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj
All Answers
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Magulan Duraipandian
www.infallibletechie.com
Try the below one:
AND( ISPICKVAL(Type,'Upsell - New Term'),
ISCHANGED(Type),
AND($Profile.Id <> "00eo0000000rxvI",$Profile.Id <> "00e1N000000h0wX") )
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj
@Magulan - Thanks, for your help.
@Raj the VR i have posted is similar to the one that you've posted on the actual post. The issue i am having is that when a New opportunity is created, Sales rep are able to select Type : Upsell - New Term