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Topics#Data ManagementDomanda di Jim Bustamonte
Jim Bustamonte (ADP) ha fatto una domanda in #Data Management
22 feb 2017, 18:33

Contact Validation Rule, which requires field to be filled in, but only certain users can select a certain value.

I'm trying to combine two validation rules, but have been unable to get it to work.

The first would require the "ContactType" field to be entered as COI if the Lead Source/Advisor CRD is blank

 

The second would limit the use of the "Financial Advisor - Rev Share Agreement", "ContactType" Picklist Value to specfic user ids.

Any help would be greatly appreciated.

(First)

 

AND( 

 

OR( 

 

$Profile.Id = '00e40000001BV4C', 

 

$Profile.Id = '00e40000000jwNJ', 

 

$Profile.Id = '00e40000000qfGv'), 

 

AND 

 

(RecordTypeId = '012400000009lL6'), 

 

AND( 

 

(TEXT(LeadSource) = '')), 

 

AND(Advisor_CRD__c = ''), 

 

OR(NOT(ISPICKVAL(ContactType__c, 'COI'))))

(Second)

AND( 

 

OR (ISPICKVAL(PRIORVALUE(ContactType__c), "Financial Advisor - Rev Share Agreement"), ISPICKVAL(ContactType__c,"Financial Advisor - Rev Share Agreement")), 

 

OR ($User.Id <> "00533000003MptBAAS"), 

 

OR ($User.Id <> "00540000001096YAAQ") 

 

)
11 risposte
  1. Steve Molis (You Owe Me a Beer, Inc.)
    22 feb 2017, 19:04
    I notice you're mixing 15 char and 18 char ID's, I would stick to 15 

     

     

    OR(
    AND( 
    CASE($Profile.Id,  
    '00e40000001BV4C', 1, 
    '00e40000000jwNJ',  1, 
    '00e40000000qfGv'  1, 
    0 ) = 1 , 
    RecordTypeId = '012400000009lL6', 
    ISBLANK(TEXT(LeadSource)), 
    ISBLANK(Advisor_CRD__c), 
    NOT(ISPICKVAL(ContactType__c, 'COI'))
    ),
    AND( 
    OR (
    TEXT(PRIORVALUE(ContactType__c)) = "Financial Advisor - Rev Share Agreement", 
    TEXT(ContactType__c) = "Financial Advisor - Rev Share Agreement"), 
    CASE($User.Id, 
    "00533000003MptB", 1, 
    "00540000001096Y", 1,
    0 ) <> 1)
    )

     

     
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