Hello,
I'm trying to figure out the best way to block tasking one specific user, in this case the President of our company (people can get very task happy and he would not like that). He is the only one with the "Executive" profile, so this is the formula I came up with; however, it is now blocking all tasking. Where did I go wrong? Thanks in advance!
AND(
$Profile.Name <> "Executive"
)
9 answers
Are you trying to do something kinda like this?
AND(
CreatedBy.Id <> OwnerId ,
Owner:User.Profile.Name = "Executive")
That Rule will prevent another User from creating a Task and assigning it to an Executive User, but it will still allow an Executive to create and assign Tasks to themselves if they want to
