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kevindotcar
Can I Turn VR off for certain profiles and certain fields?
I have a VR that does not allow certain users to edit a closed opporunity (and some can, like Operations and Admins).
That part works fine and is very simple.
But, I have a a use case where if an Opportunity is closed, I want users with one profile to be able to modify just certain fields on the opportunity.
Is this possible?
We have about 150 fields on the Opportunity object, and I obviously can't go off making a VR for each one.
We have been working with a few ideas; One is putting all of these fields off onto a separate object and displaying them on the Opportunity with an inline VF page, but that requires two save buttons (one for the custom object and one for the opportunity). Another is using a different record type and making all fields except the writeable fields read-only, but that's a lot of maintenance also.
Does anyone have any other ideas? Thanks in advance for any advice.
That part works fine and is very simple.
But, I have a a use case where if an Opportunity is closed, I want users with one profile to be able to modify just certain fields on the opportunity.
Is this possible?
We have about 150 fields on the Opportunity object, and I obviously can't go off making a VR for each one.
We have been working with a few ideas; One is putting all of these fields off onto a separate object and displaying them on the Opportunity with an inline VF page, but that requires two save buttons (one for the custom object and one for the opportunity). Another is using a different record type and making all fields except the writeable fields read-only, but that's a lot of maintenance also.
Does anyone have any other ideas? Thanks in advance for any advice.
I think easy way should be
Chcek for
NOT NEW
Status = xyz
profile != xyz
and throw error. You can throw error if its just not new which means edit.
$Profile.Name = "The Profile Name" && IsClosed && OR( ISCHANGED(field1), ISCHANGED(field2), /* repeat for all the various fields */)
I wish I had a better solution than this, but I hope this will help though,
Thanks for reading,
Parker
First method does not make sense at all. Requirement can be met by just long validation rules as stated here, but I wouldn't go for that because at the first glance I wouldn't know which fields I have the right to edit in a closed opportunity.
Another (but related) idea - instead of putting the page inline on the Opportunity, I COULD just have a custom button on the Opportunity that says "Edit Special Fields" (or some such) and it goes to a separate page. Also, if I go to this route, the edit page (a VF pge) could be overridden with my own "Save" button that checks the profile of the user and displays an Apex.Message error ---
But, it sounds like a new record type is the community's answer...