[SalesForce] Error: The ISCHANGED function cannot reference the RecordType.Name field

I am trying to prevent Recordtype from being changed for Account. when I use ISCHANGED( RecordType.Name ) in validation rule, the following error appears:

Error: The ISCHANGED function cannot reference the RecordType.Name field.
I have tried using different fields with the same error. I noted that the record type is another object. if this is the reason why I cannot, is there a suggestion as to how I can do this?

Best Answer

You should reference the lookup field on the object itself, rather then indexing across the relationship field. In this case, that would be RecordTypeId.

ISCHANGED() cannot reference fields on other objects; as you note, the Record Type is itself another object that's joined to the record via the RecordTypeId lookup field.

Related Solutions

[SalesForce] Validation rule to prevent account name change on opportunity

if you want to restrict changes to Account field only if the field already has a value, then you can use something like this

AND(
  NOT(ISBLANK(AccountId)),
  ISCHANGED(AccountId)
)

this will check if the Account field has changed and if it already has a value.

[SalesForce] Record Type Validation Rule

DeveloperName is not the same as Name. It has special restrictions, much like API names (can't start with a number, no spaces or punctuation, etc). 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.

From the documentation:

Required. The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Best Answer

Related Solutions

[SalesForce] Validation rule to prevent account name change on opportunity

[SalesForce] Record Type Validation Rule

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