I am trying to restrict user from saving records if record’s Status__c picklist value is not “Complete”. Except if the Record Type = “Internal” and user role = “Manager”.
Here is my fail attempt:
AND(
NOT(ISPICKVAL(Status__c , "Complete")),
OR($RecordType.Name <> "Internal",
$UserRole.Name<>"Manager ")
)
Let me know if I can clarify further...
Many Thanks
6 answers
Hi All,
I finally worked it out.
Here is my successful result:
NOT(
OR(ISPICKVAL(Status__c , "Complete"),
AND(
Record_Type_Name__c="Internal",
$UserRole.Name="Manager"
)
)
)
Thank you all for pointing me to the right direction. Really appreciate the time and information you shared! Have a great day!
Many Thanks,
Teresa
