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Looking for help with a scenario, I need to turn a record read only after a certain date every month. I have 12 records that get generated and updated month or month for the year. On the 15th of each month, I need the prior month to Freeze/Lock be made "Read Only".

 

I was thinking validation rule 

 

#Sales Cloud  #Automation

but wanted to see if there were any suggestions

14 Antworten
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    30. Aug. 2021, 15:50

    OPk, so a validation rule on this object like this should work (I asume the Year field is a text field since there's no comma):

    TODAY()>ADDMONTHS(DATE(YEAR(VALUE(Year__c)), MONTH(

    CASE(MONTH__c,

    "Jan",1,

    "Feb",2,

    "Mar",3,

    "Apr",4,

    "May",5,

    "Jun",6,

    "Jul",7,

    "Aug",8,

    "Sep",9,

    "Oct",10,

    "Nov",11,

    "Dec",12,

    NULL))

    ,15),1)

    If it is a number field, remove VALUE()

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