Hello all -
I'm trying to create a validation rule for Leads that will prevent users from changing the Lead Owner to one of our Queues. What is the best way to write a rule for that but still allow them to change the Lead Owner to other users?
Thank you @Usman Ali < AND(ISCHANGED(OwnerId),BEGINS( OwnerId, "00G"),NOT($
Profile.Name = "System Administrator")) >One specific Queue? Or ANY Queue?
Is this for ALL Leads? Or only certain Leads?
If you just want to block Non-Admins from transferring any Lead to 1 specfic Queue you could use
AND(
$Profile.Name <> 'System Administrator',
ISCHANGED(OwnerId),
Owner:Queue.QueueName = 'Who Owes SteveMo a Beer?'
)
Okay gimme a chance to get online.
Excuse the brevity I'm on my mobile phone
@Steve Molis One specific Queue. It would be for all Leads and I need to make it so the System Admin is the only one who is able to change a Lead Owner to the specific Queue.
Something like this will prevent a User from transferring a Lead from a User to a Queue
AND(
ISCHANGED(OwnerId),
LEFT( OwnerId, 3) = '00G',
LEFT( PRIORVALUE( OwnerId ), 3) = '005'
)
Queue ID starts with 00G
AND(ISCHANGED(OwnerId),BEGINS( OwnerId, "00G")) //00G is a prefix for Queue's
Hi @Emily Beckman,
I guess this will help, you should use this if none of the leads are never going to be assigned to Queue's.
AND(ISCHANGED(OwnerId),BEGINS( OwnerId, "00F")) //00F is a prefix for Queue's
