You need to sign in to do that
Don't have an account?
Bablu
Validation rule to prevent user from changing record types
Hi,
I have 4 record types ( Business1, Business2, Business3, Business4). I want to prevent users from changing record type to Business4 from any other (Busiess1,2,3)
Please advise. Thanks
Banti
I have 4 record types ( Business1, Business2, Business3, Business4). I want to prevent users from changing record type to Business4 from any other (Busiess1,2,3)
Please advise. Thanks
Banti
Record Type access is controlled at the profile level. If you go into the profile and go to the Record Type Settings section. Select Edit and move the Business4 value to the left column (Available Record Types). Users will still be able to view Business4 records, but will not be able to create or select them from their picklist.
If you need to update a Permission Set, you'll go into the Permission Set, and choose the object that contains the record type. In the Record Type Assignments section, you'll only select the record types that the user should use.
Let me know if this is what you were looking for.
All Answers
Please let us know if this will help u
I don't want to change the record type to Business4 from any other . It should restrict. Its seems it allows ?
Hi
Use the below in validation rule. This will prevent user from selecting recordtype as business4 from any other record type
(recordtype = 'Business4') && NOT(ISBLANK(PRIORVALUE(recordtype)))
Hope this helps
I need to exclude admin form this validation. so admin profile users can change it ? could you please help on this
Please let us know if this will help u
(
(recordtype = 'Business4') ,
NOT(ISBLANK(PRIORVALUE(recordtype))),
$Profile.Name!='System Administrator'
)
AND (
RecordTypeID = '01217000000XXX4',
OR (PRIORVALUE(RecordTypeID) = '01217000000XXX1',
PRIORVALUE(RecordTypeID = '01217000000XXX2',
PRIORVALUE(RecordTypeID) = '01217000000XXX2'),
$Profile.Name!='System Administrator'
)
Replace 01217000000XXX1 with the ID for Business1, 01217000000XXX2, for Business2, etc.
Scenario1 : when i am changing from Business1 to Business2 (validation message getting)
when i am changing from Business2 to Business3 (validation message getting)
when i am changing from Business1 to Business3 (validation message getting)
Validation message should get only when i try to change to Business4 from any others (From Business1,2,3)
Could you please help to acheive this ?
Thanks in advance
AND (
PRIORVALUE(RecordTypeID) = '01217000000XXX4',
$Profile.Name!='System Administrator'
)
My requirement is : User should not select Busiess- 4 From any other values.
Currently i have 4 values in Picklist : Business1, Busiess2, Business3, Busiess4.
User can select/update among these values only : Business1, Business2, Business3 but should not touch Business4.
Few Scenarios to understand better :
1. User can change from Business1 to Buiness2
User can change from Business2 to Business 3
User can change from Buisess 3 to Business 1
User can change from Buisness 3 to Busiess 2
2. User should not change from Buiness 1 to Business 4
User should not change from Buiness 2 to Business 4
User should not change from Buiness 3 to Business 4
User should not change from None to Busiess 4 also
Could you please help in this way
Thank you very much for your help
Record Type access is controlled at the profile level. If you go into the profile and go to the Record Type Settings section. Select Edit and move the Business4 value to the left column (Available Record Types). Users will still be able to view Business4 records, but will not be able to create or select them from their picklist.
If you need to update a Permission Set, you'll go into the Permission Set, and choose the object that contains the record type. In the Record Type Assignments section, you'll only select the record types that the user should use.
Let me know if this is what you were looking for.