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Topics#Data ManagementDomanda di Shruthi GM
Shruthi GM ha fatto una domanda in #Data Management
12 dic 2018, 08:48

To Add Contacts to an Account based on Validation rule

I need to add Contacts to Accounts,when the Account status is Active.

 

I have created a Custom field on Accounts called Status.When the status is active,Contacts can be added to the respective Account.

 

How do I achieve this?

 

Please help.

 

Thanks inadvance.
6 risposte
  1. Amnon Kruvi (The Architech Club)
    12 dic 2018, 08:52
    You'll need to create this validation rule on the contact object:

     

    NOT ISPICKVAL(Account__r.Status, "Active")

     

    *You may need to change the name of your field to match the one you're actually using.
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