I want the user should not be able to edit the record if Record type is Invoice or PO Request and if status is not NEW. I tried to write every status name but it is more complicated and plus it is not working either.
AND(
$Profile.Name <> "Billing",
$Profile.Name <> "System Administrator",
RecordType.Name = "PO Request",
RecordType.Name = "Invoice",
OR(
ISPICKVAL(Status__c, "Submitted"),
ISPICKVAL(Status__c, "Cancelled"),
ISPICKVAL(Status__c, "Completed")
)
)
답변 5개
Hi Shwetha,
It is not that complicated, in fact, it is much easier to use once you understand the function.anyways, the formula without the case function the formula will be
AND(
$Profile.Name <> 'Billing',
$Profile.Name <> 'System Administrator',
OR(
RecordType.Name = 'PO Request',
RecordType.Name = 'Invoice'
),
TEXT(Status__c) <> 'New'
)
