Hello,
I'm helping out trying to create a validation rule on the Case object. What we're looking to do is trigger a rule when:
- not new
- a specific case record type
- a lookup field is blank
- the case status had a prior value of 'New'
We have case statuses of: New -> In Progress -> Review, etc. If the prior value is New and changed to In Progress, the validation rule will trigger if the lookup field is blank.
Here's the issue: The validation rule works for existing case records but when trying to create a new case with this record type with a 'New' status, I get an error that states a case process failed because of the custom field validation.
Here is my formula:
AND ( NOT( ISNEW() ), RecordType.Name = '5500 Support Request', ISPICKVAL( PRIORVALUE( Status ), 'New'), ISBLANK( Plan__c ) )
Thank you @Steve Molis and @Keiji Otsubo for responding. I was able to resolve my issue by adjusting the error condition formula. I ended up removing the PRIORVALUE function from the formula and focused on the statuses that would trigger the rule:
AND ( NOT ( ISNEW() ), RecordType.Name = '5500 Support Request', OR( ISPICKVAL( Status, 'In Progress'),ISPICKVAL( Status, 'Review'),ISPICKVAL( Status, 'Require Additional Info'),ISPICKVAL( Status, 'Request Complete - Returned to RO'),ISPICKVAL( Status, 'Closed')), ISBLANK( Plan__c ))
