We had the requirement to lock down closed Opportunities from being edited, unless the user was assigned a certain profile. No problem!
Well,now the ask has been expanded to include: only certain profiles can edit closed opps in entiretiy, however, everyone else can only edit a handful of certain fields on the closed opp.
I've read through similar questions and answers on the Community, and tried to retool various solutions to fit our requirements, but no success.
Any help is appreciated!
9 件の回答
I would use Custom Settings for this instead of trying to control this by Profile.
However, the general VRule format is the same:OR(
AND(
UserProfile = 'Profile 1',
OR(
ISCHANGED(fielda),
ISCHANGED(fieldb)
)
),
AND(
UserProfile = 'Profile 2',
OR(
ISCHANGED(fieldc),
ISCHANGED(fieldd)
)
)
)
Note also: If you really want/need to base the restrictions on Profiles, then make your job easier by defining a record type and page layouts for Closed Opps. On the page layout for each Profile, mark all the fields possible as Read-Only. That way, your VRule only has to address the fields that are not able to be set as Read-Only on the page.
