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Topics#Data ManagementChris Uttley's Question
Chris Uttley (Casesys) asked in #Data Management
Feb 6, 2020, 8:53 PM

Validation Rule - should Record Type ID or NAME be used?

For a validation rule that checks the record type of a related object, is it best to use the record type ID or the record type NAME?

 

Here is my validation rule on Order Product, which references record type of Order:

 

AND(Order.RecordType.Name = "Sales Order",Product2.Minimum_Order_Quantity__c > Quantity)

 

I need this to work in both Classic and Lightning. If you suggest using ID, do I use the 15 or 18 character ID?
2 answers
  1. Nick Sauer (Varian, A Siemens Healthineers Company)
    Feb 6, 2020, 9:12 PM
    If there is a chance you'll need to apply to > 1 record type in the future, you may want to put to label and then do a contains on the label to compare to record.  then you can just adjust label in the future without touching the validation rule itself.
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