I have a validation rule to stop any change once the case reaches to a certain stage.
Now, I want to allow users to change one particular field, Description.
How can I do that?
Thanks
Tarun
9 answers
Ah yes, I didn't think of that scenario. In that case, a validation rule is not going to work here. I think you will have to go with another solution here.
This is what you will need to do:
Create a new record type (Read Only RT) and a pagelayout where all fields are set as Read only for the case object's page layout except for the Description field.Create a new workflow rule like this:
Evaluation Criteria: everytime a record is created and meets criteria
Rule Criteria:AND(
RecordType.Name = "ERS",
OR(
TEXT(PRIORVALUE(Status)) = "Customer Contacted",
TEXT(PRIORVALUE(Status)) = "Audited"
),
$Profile.Name!= "System Administrator",
$User.Name__c != "Dawn Violo",
$User.Name__c != "Colin Slade")
Field Update:
Update Record Type to: Read Only RT
Save, Activate and you are good to go.
