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Hi Community!

I want to block users who want to Edit or Delete contacts from Opportunity Contact Roles as i have a flow on OPP which updates it from OPP fields.

I tried to hide the button Edit Contact Role, or create validation rule, but can not properly achieve it.

Do you have an idea how to block edition? What would be the VR criteria if VR needs to be created?

Many thanks 

 

#Opportunity Contact Roles  #Validation Rule  #Sales Cloud  #Automation

block contact edition from Opportunity Contact Role

4 risposte
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    15 lug 2021, 19:40

    Hello,

     

    Something important to consider here is a Validation Rule could stop your automation from creating records also.

     

    A error condition for this object on it's own would be;

    ISNEW()

     

    However you'd need to customise this to allow your automation and any other 'allowed' users to create roles.

     

    It's also standard behaviour to create a Contact Role on Lead Conversion so this validation rule would like interfere with that too unless there was a exception in the criteria to allow for this. 

     

    I therefore think the best solution is to go into your Opportunity Page Layout press on the Spanner Next to the Contact Roles related list, expand the Buttons section and uncheck Add Contact Role and Edit Contact Roles as necessary which will not interfere with your automation or lead conversion.

     

    Thanks, Tom

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