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I'm working on an Approval Process where, if "X" or "Y" in a Record was selected, I'd like all other statuses to be locked and nothing else within the Status field can be selected. 

 

The user is then required to select a Reason for "X" or "Y", leave a comment if so desired, and then hit "Submit for Approval".

 

Any ideas?

 

 
4 respostas
  1. 3 de fev. de 2020, 16:35
    You should create two VRs

     

    VR 1 should look like this:

    AND(

    OR(

      TEXT(PRIORVALUE(Status__c)) = "X",

    TEXT(PRIORVALUE(Status__c)) = "Y"

    ),

    ISCHANGED(Status__c)

    )

     

    VR 2 should look like this:

    AND(

    ISCHANGED(Status__c),

    OR(

      TEXT(Status__c) = "X",

    TEXT(Status__c) = "Y"

    ),

    ISBLANK(Reason__c)

    )

     

     
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