I have used Process Builder to change the opportunity to a Locked record type when the stage is changed to Written Agreement / Confirmed Order.
I then created an opportunity validation rule like this:
AND(
RecordType.Name="Locked",
$User.Id <> "00520000001F3n1",
$User.Id <> "005w0000004WVQk",
$User.Id <> "005w0000002vZSo")
Problem is it also stops all other users changing the stage to Written Agreement / Confirmed Order, as it fires when they try to save the record. I need to let them save it, then change the record type to Locked, then only let the above users amend it afterwards.
Users are all different profiles so I don't think I can use page layouts. Is it possible to achieve this using validation rules?
6 件の回答
So quick question: If your Process Builder is already changing the Record Type to "Locked"(with a Page Layout I suppose all fields are read-only) then why do we need the Validation Rule ?
