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Validations: How to exclude a role to the rule?
We have validations through the system that should not affect other users.
How can I add a formula to existing validations to say that if the person is under this role, ignore?
Then use $UserRole.Name <> 'TheRoleName'
AND ( $UserRole.Name <> 'TheRoleName' , Your existing validation logic)
All Answers
'to say that if the person is under this role'' - wo is the person? Is he the owner of the record or the logged in user?
You can use either of these 2 : CreatedBy.UserRole.Name = 'TheRoleName' OR $UserRole.Name = 'TheRoleName'
Like, AND ( CreatedBy.UserRole.Name <> 'TheRoleName' , Your existing validation logic)
Is it solved? Or do you need more clarifications?
It is the person saving the record. Not who owns it. How do I complish that?
Then use $UserRole.Name <> 'TheRoleName'
AND ( $UserRole.Name <> 'TheRoleName' , Your existing validation logic)
Thanks!