I have a picklist field of all our current SF users that, when selected, needs to timestamp and lock the fields once populated. I have tried doing this via field dependency and process builder, and I am stuck. The flow would essentially be:
- User selects the person who generated the lead from the picklist
- Once selected, it auto-fills the date/time with a time stamp of that moment
- User clicks "Save"
- Field locks
I've been able to create the picklist of SF users in our org, but I can't seem to get the timestamp to auto-populate when the user is selected and the fields are saved. I'm relatively new in the SF admin role (working my way through the intermediate admin trailmix right now) but any assistance would be appreciated.
4 respuestas
Just the answer I was hoping to hear :)
In that case, the validation rule would be a tiny bit different (we don't need TEXT() if we use a lookup field):
AND (
ISCHANGED(MyField),
NOT(ISBLANK(PRIORVALUE(MyField))))
)
