• Michael de Neef
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Hi all,
Currently, we have a web-to-case for customer service. When and CS agent starts working on a case they must choose a value in the type picklist. Current values are pre-sales, post-sales and other to qualify the case. When the case is created the value on type is blank

How do I make a validation rule to check if the CS agent has done so before saving, and the validation rule does not prevent the case creation?

Hoping someone can give me a pointer on this.

Many tanks

Hi all,
Currently, we have a web-to-case for customer service. When and CS agent starts working on a case they must choose a value in the type picklist. Current values are pre-sales, post-sales and other to qualify the case. When the case is created the value on type is blank

How do I make a validation rule to check if the CS agent has done so before saving, and the validation rule does not prevent the case creation?

Hoping someone can give me a pointer on this.

Many tanks