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Topics#SecurityPregunta de John Morgenthaler
John Morgenthaler preguntó en #Security
11 ago 2020, 17:16

Validation rule restricts create or edit access of accounts and all fields for two profiles when the record type is HC.

Hello! I need some help. I am creating a validation rule that restricts creation of new accounts and edit access of existing accounts for two profiles (Sales User & Sales Manager) when the record type is HC. Below is what I have so far but I keep getting an sytax error. Thank you!

 

AND(

 

  OR (

 

     ISNEW(),

 

     ISCHANGED (),

 

(RecordType.DeveloperName = “HC"),

 

$Profile.Name = "Profile.Sales User",

 

$Profile.Name = "Profile.Sales Manager"

 

)
3 respuestas
  1. Hemin Kale (Dell Technologies)
    12 ago 2020, 16:12
    Hi John,

     

    Could you please share what error did you get?

     

    For Profile.Name please enter the complete profile name instead of Profile.Sales User.

     

    Your rule should look something like below

    AND(
    (RecordType.DeveloperName = “HC"),
    OR (
    $Profile.Name = "Sales User",
    $Profile.Name = "Sales Manager"
    )
    )

     

    Feel free to ask further queries ,if any.

     

    Please mark answer as best if above validation rule is successful.

     

    Thank you.
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