Hello, I want to set up a validation rule on CASE object. Where I want all users other than System admin to populate the 4 fields.
This validation is only for one record type as shown below and should only apply to cases created post 14th Feb 2024.
Record Type = Sales_Ops (03dTl00000007xZ) - I used the name as while searching some results suggested to use name instead of ID
I have written the following rule but it is not working...it allow users to create cases even when these fields are not populated.
PS: Priority field has default value as None.
AND ( (DateValue(CreatedDate) >= Date(2024.02.14 )),
RecordType.Name = "Sales_Ops",
$Profile.Name != "System Administrator",
OR (ISPICKVAL (Case_Request_Type__c, ""),
ISPICKVAL (Priority, "None"),
ISBLANK (Subject),
ISBLANK (Description)
)
)
Hi @Kinjal Patel, Please check:
AND(
DateValue(CreatedDate) >= DATE(2024, 02, 14),
RecordType.Name = "Sales_Ops",
$Profile.Name != "System Administrator",
OR(
ISPICKVAL(Case_Request_Type__c, ""),
ISPICKVAL(Priority, "None"),
ISBLANK(Subject),
ISBLANK(Description)
)
)
