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Alistair Burnett
Validation rule using record set
I am trying to do a new validation rule on an object - Relationship.
I need to test if another active record exists for the same person record - ie. I want to stop the user create a new relationship for a person if they already have a relationship!
So - basically need a 2 filed lookup on the object Relationship - Active bit = True and Person = Current person on record user is trying to save
Can this be done???
I need to test if another active record exists for the same person record - ie. I want to stop the user create a new relationship for a person if they already have a relationship!
So - basically need a 2 filed lookup on the object Relationship - Active bit = True and Person = Current person on record user is trying to save
Can this be done???
Please have a look at the below link, might help you:
https://trailhead.salesforce.com/modules/sales_admin_duplicate_management/units/sales_admin_duplicate_management_unit_2
Regards,
Pankul