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Topics#Data ManagementSwetha S's Question
Swetha S asked in #Data Management
Apr 5, 2018, 6:20 PM

Validation Rule to prevent updating the custom Picklist field.

Hi Community,

 

Can you please help me out with the validation formula.

 

I have Picklist field called Stage.

 

The stage is having four picklist values

 

1.In progress

 

2.On hold

 

3.Completed

 

4.Canceled.

 

a.Criteria are only system admin profile can create Stage picklist value.

 

other profile cannot have the access to In Progress, on hold and canceled.

 

b.But the other profile can have the access to Completed picklist value.

 

c. When selected completed picklist he cannot able to update to another picklist field (In progress, on hold and canceled)

 

Can anyone help me with the logic

 

 
3 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Apr 5, 2018, 6:27 PM
    You will need two VRs for this = 

     

    [1] Validation Rule 1: Only Sys Admins can access In Progress, On Hold and Canceled
    AND(
        CASE(
            Status,
            "In Progress", 1,
            "On Hold", 1,
            "Canceled", 1,
            0
        ) = 1,
        $Profile.Name <> "System Administrator"
    )

     

    [2] Validation Rule 2: If previously set to Completed, it cannot be altered
    AND(
        ISCHANGED(Status),
        TEXT(PRIORVALUE(Status)) = "Completed
    )
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