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Topics#Data ManagementAshish Sharma's Question
Ashish Sharma asked in #Data Management
Jan 20, 2017, 10:34 PM

Is there a way I can inlcude role hierarchy into a validation rule?

Instead of inlcuding just the profile of the manager, I want to include role hierarchy, so anyone above the lead owner can change the lead owner.  

 

AND(

 

ISCHANGED(OwnerId),

 

PRIORVALUE(OwnerId) <> $User.Id,

 

$Profile.Name <> "System Administrator",

 

$Profile.Name <> "Integration"

 

)
8 answers
  1. David Catindoy (Fonterra)
    Jan 21, 2017, 7:41 AM
    I don't think you can include role hierarchy inside a validation rule. I would suggest you setup your OWD/Sharing settings accordingly to open up the right access in the hierarchy.
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