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Validation issue
have a req that when i create new account that is RecordType ="Temporary Account" && Parent Account <> blank or Top Level account <> then make two field read only that is account category and account subcategory.Is it possible via validation rule?if yes,then how please suggest.
Thanks,
Parker
I have written like this for my case :
AND($RecordType.Name = 'Temporary Account',
OR(
NOT(ISBLANK(Parent)),
NOT(ISBLANK( UltimateParentAccount__c)),
OR( ISCHANGED(AccountCategory__c),
ISCHANGED(Account_Subcategory__c)
)))
But it showing me the error that Parent field is not found even it is there with the same field name that is becuase of that its data type is Hierarchy so could you please suggest how can i use hierarchy type field in validation rule.
Simply click the insert field button and you can have any field you want. Although the picture is of the Case object, the concept holds true for all objects. Let me know how it works or mark a best answer.
Thanks,
Parker