I want the user should not be able to edit the record if Record type is Invoice or PO Request and if status is not NEW. I tried to write every status name but it is more complicated and plus it is not working either.
AND(
$Profile.Name <> "Billing",
$Profile.Name <> "System Administrator",
RecordType.Name = "PO Request",
RecordType.Name = "Invoice",
OR(
ISPICKVAL(Status__c, "Submitted"),
ISPICKVAL(Status__c, "Cancelled"),
ISPICKVAL(Status__c, "Completed")
)
)
5 respuestas
Hi Shwetha,
It is not that complicated, in fact, it is much easier to use once you understand the function.anyways, the formula without the case function the formula will be
AND(
$Profile.Name <> 'Billing',
$Profile.Name <> 'System Administrator',
OR(
RecordType.Name = 'PO Request',
RecordType.Name = 'Invoice'
),
TEXT(Status__c) <> 'New'
)
