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Marco Ivan Mejia Restrict creation of cases
I have a validation rule that prevents a community user from creating a case if he has yet to qualify 2 or more previous cases (this is a way to measure the quality of the service). However, the validation rule marks the error until the user tries to save, and that is not the operation I want .... I would like that whenever a user has 2 or more cases without qualifying, it prevents the creation of cases , that is to say, that it does not have the possibility to fill any field until it responds the cases that it has pending to qualify.
P.S. sorry if my English is not very good, it is not my native language and I use an automatic translator to ask this question.
Thank you!
Yes, you can achive this but not only with valiation rule.
First you need to create rollup i.e. total no of qualify cases on account/contact object and whnever case gets crated get rollup to account/contact object.
Use the rollup field value in case validation rule.
Hi @Prakash, thanks for replying.
I already have a summary field. Currently a validation rule works ... My interest is that when clicking on the "New" button, an error message or some mechanism that prevents the creation of the case from that moment appears.
In validation rule traverse to account/contact and check total qualified cases if you conidtion not meets then throw error.
I think you should override new button on case object with a visualforce page , where by the help of controller you can check if current user is community user and he has two or more previous cases are stil not qualify than instead of redirecting to create new case page , it will show an error page with suitable statement .
In this way community user will not have to fill any fields and click on save button if they comes in this criteria.