Restrict Picklist Values
I have an requirement. In the Activity object (tasks), Call Outcome
is a picklist. I wants to use only certain picklist values. If Role 1 logins and he have only certain picklist values to use. If they select any other
values, there should be an error that says ‘Please select the appropriate Call
Outcome that is relevant to your group.’ I can either do a validation rule specific to the Roles or a workflow
with the cancel save option. But both the functionalities not working. Here is the formula i using in validation
UserValue('<Role>')<> 'Role ' AND [<Type>]<> 'Dispatch TM' every time the loop comes out with false condition its not allowing to save record for other role users as well. Any idea where i need to change in formula.
0