We have a process where a Sales Rep would submit a case for our legal team to review (this type of case has its own page layout). Currently, a sales rep is able change the status of the case, the priority, along with other fields on the case that I only want the legal team to be able to update. I do want the Sales Rep to be able to add comments or add people as a Case Team Member so I don't want to lock down the full page. What would be the best way to go about this?
15 件の回答
Yes, thats what I would like to do, but Im having trouble with doing the validation rule. I keep getting syntax errors. Im trying to tell it that if its a sales rep (who would have a sales org tied to them), then they cannot update the fields for this specific case record type. Here is my attempt--
AND(
(user.SalesOrg != null),
(RecordType.Name = 'Legal Case'))
OR(
ISCHANGED ( Case Owner),
ISCHANGED ( Case Status),
ISCHANGED ( Case Priority),
