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SunnyButCloudySunnyButCloudy 

case record type limit (1 record type allowed per account)

Hello,

 

I'd like to limit the amount of case record types that can be created per account.

 

for example if I have a record type called "MASTER"...I only want 1 MASTER record type per account.  I would like to prevent users to create another MASTER case. 

 

I've been trying to do this with validation rules but it's not working.  Can anyone assist with rule or help write something custom to prevent this?

Josephadm401Josephadm401

It sounds like you will need APEX code so that it can tell the system to check all accounts and their record types and return an error if one is found all ready. This can not be done through a validation rule. 

Also, I could be misunderstanding the issue as your wording of the issue is not very clear.

Which object has the master record type?

Which object are you trying to limit?