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fiona gentryfiona gentry 

How To Make Below Changes in Existing Case Field

Hi,

How To Make Below Changes in  Existing Case Field
  1. Make an existing filed named "Settlement Dollar Amount" field as required
  2. Add helper text to this feild "Settlement Dollar Amount"-
  3. Add validation message for this field "Settlement Dollar Amount"
  4. Validation message must be triggered only for ERT users
Your help is appreciated

Regards

Fiona
Best Answer chosen by fiona gentry
VinayVinay (Salesforce Developers) 
Yes you can add  record types in above validation.
 
AND($Profile.Name = 'ERT users', ISBLANK(Settlement Dollar Amount), OR(RecordType.DeveloperName  = "recordtype_first",
RecordType.DeveloperName = "recordtype_second"))
Hope this helps...

Thanks,

All Answers

VinayVinay (Salesforce Developers) 
Hi fiona,

You can try below validation.
AND(
$Profile.Name = 'ERT users', ISBLANK(Settlement Dollar Amount))


Helper text to this feild "Settlement Dollar Amount" should be add on field level.

Please mark as Best Answer if above information was helpful.

Thanks,
fiona gentryfiona gentry
Thanks for response,we have different case record type for ERT users,is it possible to add that record type in formula above?
VinayVinay (Salesforce Developers) 
Yes you can add  record types in above validation.
 
AND($Profile.Name = 'ERT users', ISBLANK(Settlement Dollar Amount), OR(RecordType.DeveloperName  = "recordtype_first",
RecordType.DeveloperName = "recordtype_second"))
Hope this helps...

Thanks,
This was selected as the best answer