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Validation rule: Milestone_Closed

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Validation rule: Milestone_Closed

Validation rule Details

Name

Milestone_Closed

Label

Milestone_Closed

Object

Task

Active

Yes

Formula

AND (
RecordType.Name = "Milestone",
NOT (ISNEW()),
NOT($Permission.Bypass_Milestone_Update),
OR (
ISCHANGED(Spending_Category__c),
ISCHANGED(Subject)
),
AND (
IsClosed,
Can_be_modified__c
)
)

Error message

Subject and Spending Category can only be modified if the Status is not closed

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

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