You need to sign in to do that
Don't have an account?
KimberlyJ
Field Validation based on Opportunity Owner
Is it possible to do a field validation on a read only picklist to select a certain value depending on the opportunity owner? I have Professional Edition.
Thank You.
Validation Rules are available in PE. But validation rules do not select a value, they check for the value of a field depending on the validation rule formula. If the rule formula evaluates to True it prevents the record save and displays an error message. You could do a validation rule to check that a picklist value is what you want it to be depending on the owner in order to prevent saving the reecord if the picklist value is not what is desired for that owner.
It sounds like what you are really after is a workflow field update, which I believe is not available in PE.
Would a formula field work in place of the picklist? If so you could write a formula to set a value based on the Owner.
IF(CONTAINS("AK:AZ:CA:HI:NV:NM:OR:UT:WA", {!BillingState}), "West",
IF(CONTAINS("CO:ID:MT:KS:OK:TX:WY", {!BillingState}), "Central",
IF(CONTAINS("CT:ME:MA:NH:NY:PA:RI:VT", {!BillingState}), "East",
IF(CONTAINS("AL:AR:DC:DE:FL:GA:KY:LA:MD:MS:NC:NJ:SC:TN:VA:WV", {!BillingState}), "South",
IF(CONTAINS("IL:IN:IA:MI:MN:MO:NE:ND:OH:SD:WI", {!BillingState}), "North", "Other"))))))
IF(CONTAINS("National Sales Broadband Services:National Sales VIS & FTTx",{$UserRole.Name}), "National",
IF(CONTAINS("Eastern US Sales Manager:Great Lakes Region:New England Region:Sougheast Region",{$UserRole.Name}), "East",)))