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Topics#Data ManagementLindsey Colvin's Question
Lindsey Colvin asked in #Data Management
Jul 13, 2016, 7:44 PM

Validation Rule Help - Excluding a field change

Hi I have created the following validation rule.  I want it to stop users from editing these fields when 1) a quote is synced or 2) an opp is closed.  UNLESS it is within the initial action of syncing or unsyncing the quote (which causes the primary quote to populate or become NULL).  This is what I have and it doesn't seem to be working, any ideas?

 

AND( 

 

$User.ProfileId <> "00e30000000cfab", 

 

NOT(ISCHANGED( Primary_Quote__c )), 

 

OR( 

 

NOT(ISBLANK( Primary_Quote__c )), 

 

ISPICKVAL( ForecastCategoryName, "Closed" )), 

 

AND( 

 

OR( 

 

ISCHANGED( FIeld1__c ), 

 

ISCHANGED( Field2__c )) 

 

) 

 

)

 

Thank you soooo much for your help!
13 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Jul 15, 2016, 5:00 PM
    Give this a shot 

     

     

    OR( 
    	ISBLANK( Primary_Quote__c ), 
    	OR( 
    	ISPICKVAL( ForecastCategoryName, "Closed" ), 
    	BigMachines__Line_Items__c <> 0 
    	), 
    	AND( 
    	$User.ProfileId <> "00e30000000cfab", 
    	$User.ProfileId <> "00e60000000rWou", 
    	NOT(ISCHANGED( Primary_Quote__c )), 
    	OR( 
    		ISCHANGED( Field1__c ), 
    		ISCHANGED( Field2__c  )
    		) 
    	)
    )

     

     
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