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RecondoRecondo 

Case Record Type and Case Owner Validation

Does anyone have or know how to create a validation formula that states if the Case Record Type is "x" then the Case Owner must be "x". I have a workflow assignment that chooses the queue owner automatically however the field isn't locked once the change impliments and we don't want the owner field to change.

 

Ex) Case Owner = Engineering

       Case Record Type = Engineering

 

We are trying to avoid Engineering from changing the owner to a queue or an individual. If these two fields are as is, then it must always be true.

 

Thanks for your help!!!

 

Steve :-/Steve :-/

You mean something like this?

AND(ISCHANGED(OwnerId),
$RecordType.Name = "Engineering", 
$User.Id = "00G50000005UArS")

 

 
Josephadm401Josephadm401

As a side note, you would not necessarily need the user ID part of the formula as it seems that you do not want any use to edit this field. If you wanted a single or multiple users to edit the field, such as managers, then you could say:

 

ISCHANGED(OwnerId) &&
$RecordType.Name = "Engineering" &&

(

$User.Id != (your user id) &&

$User.Id != (any other user id's necerssary just repeat)

)

 

I also recomend that you use the $RecordType.Id instead of $RecordType.Name as this is more accurate, however, this is up to you.

 

 
RecondoRecondo

Stevemo and Josephadm401,

 

Thank you both for your suggestions! I am running it by the functional department to test and will let y'all know how it goes.

 

Thanks!

Neil