Validation rule: Consult_insertNotAllowed

Name

Consult_insertNotAllowed

Label

Consult_insertNotAllowed

Object

Assigned_Person__c

Active

Yes

Formula

AND (
NOT (
OR (
ISPICKVAL(Spending_Plan_ID__r.Status__c, 'Initial Draft'),
ISPICKVAL(Spending_Plan_ID__r.Status__c, 'Draft'),
ISPICKVAL(Spending_Plan_ID__r.Status__c, 'Review')
)
),
(ISPICKVAL(Type__c, 'Consultation') || ISPICKVAL(Type__c, 'Review')),
ISNEW(),
NOT(Spending_Plan_ID__r.System_Switch_Off_Business_Rules__c)
)

Error message

Consultations & Reviews may only be added if the Status of the Spend Plan is Initial Draft, Draft, or Review

Error location

Top of Page

Description

Consultations & Reviews can only be inserted when the parent Spend Plan Status is either Initial Draft, Draft or Review