Validation rule: Milestone_CanBeModified

Name

Milestone_CanBeModified

Label

Milestone_CanBeModified

Object

Task

Active

Yes

Formula

AND (
RecordType.Name = "Milestone",
NOT ( ISNEW() ),
NOT( $Permission.Bypass_Milestone_Update ),
OR (
ISCHANGED(Milestone_Type__c),
ISCHANGED(Donor__c),
ISCHANGED(Operational__c ),
ISCHANGED(Financial__c),
ISCHANGED(Trusts__c),

ISCHANGED(RecordTypeId)
),
AND (
NOT( ISPICKVAL(Status, "Draft") ),
Can_be_modified__c
)
)

Error message

Template name and Other Information cannot be modified when not in Draft

Error location

Top of Page

Description

Throws an error if a user tries to update a Milestone and the Can be modified checkbox is set to false