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Topics#Data ManagementNicole Nugen의 질문
Nicole Nugen (Bellevue University) 님이 #Data Management에 질문했습니다
2018년 4월 12일 오후 2:45

Security on a Specific Case Record Type

Hello!  I am trying to lock down editing on a specific Case Record Type so once status Closed only a certain group can make edits otherwise nobody else can. Our Registrar's Office Audit Team closes a Case which fires off a Task.  Welp the task owner can edit the closed case which we do not want (skewes reporting); only the Audit Team should be able to reopen and edit. 

 

My Validation Rule checks out ok but via testing it's not working. I logged in as Colette, a member of the Audit team, and my rule is stopping her from making edits when SHE should be allowed.  Please help. Many thanks!

 

Validation Rule

 

AND(RecordType.Name = "Preliminary Transfer Credit Evaluation" &&

 

  LastModifiedBy.Username   <> 'Colette Lewis'&&    

 

NOT(ISNEW()) &&

 

ISPICKVAL(PRIORVALUE(Status), "Closed") ||

 

ISPICKVAL(PRIORVALUE(Status), "Canceled"))
답변 5개
  1. Thomas Hoffman (Crowe)
    2018년 4월 12일 오후 6:56
    The way you rewrote it, now this validation rule would only show up as true IF:

     

    Record Type is Preliminary Transfer Credit Evaluation

     

    The Record Owner is Evaluation Specialist PTCE queue

     

    Its not new

     

    And the priorvalue of the status was closed/cancelled. 

     

    Not sure that is what you are looking for is it?
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