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Shiva Venu
Unable to edit Record with validation rule
We have this lead status on Lead object
Lead Status Pick values : New, New Response, In Progress, Rejected, Qualified
We wanted to restict users from switching status and editing records
1) When New or New Response status, user should not be able to edit any record/field on Lead until the status changes to Inprogress
2) When the status is Inprogress, user can only change it to rejected or qualified. But can edit record with Inprogress status
I got some help and added the below validation rule.
The problem is with InProgress status, its does not allow users to update any other field/record value. It only allows user to update and save with rejected or qualified status.
Can someone pls help, on how can we allow user to edit record/fields in Inprogess with the same validation rule below.
Lead Status Pick values : New, New Response, In Progress, Rejected, Qualified
We wanted to restict users from switching status and editing records
1) When New or New Response status, user should not be able to edit any record/field on Lead until the status changes to Inprogress
2) When the status is Inprogress, user can only change it to rejected or qualified. But can edit record with Inprogress status
I got some help and added the below validation rule.
The problem is with InProgress status, its does not allow users to update any other field/record value. It only allows user to update and save with rejected or qualified status.
Can someone pls help, on how can we allow user to edit record/fields in Inprogess with the same validation rule below.
AND( ($Profile.Name = 'System Administrator'), IF( AND( OR(ISPICKVAL(PRIORVALUE( Status ),"New"), (ISPICKVAL(PRIORVALUE( Status ),"New Response"))), NOT(ISPICKVAL( Status ,"In Progress"))), true, IF( AND( (ISPICKVAL(PRIORVALUE( Status ),"In Progress")), AND(NOT(ISPICKVAL(Status ,"Qualified")), NOT(ISPICKVAL(Status ,"Rejected")) )),true,false) ) )
Try Below Validation Please Mark It As Best Answer If It Helps
Thank You!
Below Validation is working in my org and saved successfully Please Mark It As Best Answer If It Helps
Thank You!