How to write Validation rule dependent on record type?
I’m trying to write a validation rule that is dependent on the Record Type. For example: If the Record Type = ABC then the picklist field, 123 is required. When I look at my choices for Record Type, I only find Record Type ID, but I can only find the Record Type name in the backend. Confused yet? Let me know if I can clarify further…
Why do we need a Validation rule in Salesforce?
I have written a validation rule, which checks whether a certain picklist has a certain value. The reason for this is, when someone changes the record type of account, then the picklist has different values that are allowed for that record type, however we need a validation rule, because the user can save with an invalid value otherwise.
How to reference record types by name rather than ID?
To reference Record Types by name rather than ID, create a custom Formula field on your SFDC Object (I would recommend doing this on ALL Objects in your SFDC Org). ©Copyright 2000- 2021, salesforce.com, inc.
Can you check the developer name of a record type?
Check the Developer Name attribute of your record type. The formula editor won’t throw an error, but you’ll never match a DeveloperName to a string that contains spaces. Required.
How to make data validation dependent lists in Excel?
1 On the DataEntry sheet, select cell C3 2 On the Ribbon, click the Data tab, then click Data Validation 3 From the Allow drop-down list, choose List 4 In the Source box, type an equal sign and INDIRECT function, referring to the first data cell in the Produce Type column: In this example, cell C3 is active, so 5 Click OK.
How to create dependent drop down lists with conditional data?
Now that we have the two named formulas, we can simply set up data validation on the region and rep input cells. The data validation for the region input cell is set to allow a list equal to dd_regions, as displayed below: When we look at the worksheet, we see that it now provides a list of regions, as shown below:
How to create multiple data validation drop down lists?
You can practice the formula in a cell in the worksheet to ensure it works and then copies it into the Data Validation dialog box if you want to. When new data is added, it now appears in the drop-down menu. These are just a few examples of how to create multiple data validation drop-down lists.