Hello Folks , I am stuck with the creation of validation rule where my scenario is Ideally i have 3 profile SC Admin , Business Development , Management . and One record Type Contract Case under Case Object .
So whenever this above profile tried to create a case for the contract record type and type is selected as ELT and Reason for Case may be selected either of any of the values (Name change , Address Change , State Enroll) then it must not allow a user to create a case record where as if reason for case under this same record type is selected apart from above values then it must create a case
Could anybody let me help me on this where I did the mistake
Really Appreciable !!!
Validation Rule :-
#Trailhead Challenges #Sales Cloud #Trailhead #Automation #Nonprofit #Service Cloud #Marketing Cloud #Analytics AND(RecordType.Name = "Contract Case, ISPICKVAL(Type, 'ELT'),OR( ISPICKVAL(Reason for Case, 'Name change'),ISPICKVAL(Reason for Case, 'Address Change'),ISPICKVAL(Reason for Case, 'State Enroll')))OR($Profile.Name = "SC Admin",$Profile.Name = "Business Development",$Profile.Name = " Management",)
10 answers
You can find some examples below for the trigger