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Topics#FormulasQuestion de Mak One
Mak One a posé une question dans #Formulas
18 mai 2015, 07:19

I want to access filed of Parent Record in Validation Rule for Task

In Task creation for Opportunity I have to make sure that only certain picklist values are available (or we can restrict to Save Task from Valiation Rule on Task) in Custom Pricklist field for certain Stage field values in Opportunity.

Now, from Task in Validation Rule we can get only Parent ID (WhatID) which will be ID of Opportunity.

Now, how I can get Stage field of Opportunity in Validation Rule.

I want something like:

If (WhatId.Stage = '4 Handover', Category__c!='Order', false)
1 réponse
  1. Nikita Lakhotia (Deloitte)
    18 mai 2015, 07:48
    Hi,

    You cannot access in the Validation rule, you can use trigger to provide necessary validation as an alternative to your issue.

    Thanks

    Nitin
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