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Dman100Dman100 

validation rule that prevents specific profiles from closing record

Is it possible to create a validation rule that only allows a user with a specific profile to close a custom object record when a custom field equals a specific value?

 

For example, only allow the profile installation to close custom object engagements records when qualification equals install.  Is this possible?

 

If not thru a validation rule, is there another way to accomplish this?

 

Thanks.

WPCMSWPCMS

I do not know your level of validation knowledge

 

I also do not know what triggers that your object is "closed "

 

Try going to the custom object

 

Select New under the validation rule section

 

Create a formula that states:

 

Closed_Field=True&&$Profilename<>"Installation"

 

Or

 

Closed_Field="Closed"&&$Profilename<>"Installation"

 

Test this first and see if it works before going onto the next step.

 

Next we need to add in your second criteria "when qualification equals install". 

 

We need to build this on the validation rule

 

 Closed_Field="Closed"&&($Profilename<>"Installation"&&Qualification_Field="Install")

 

I am not sure about the parentheses but I believe it is pretty close.

 

If any other users view this and see an error please correct it.

 

I know for sure the first part of the validation will work.

 

I hope this has helped.