[SalesForce] How to add Validation rule for whatid

I have a requirement in which for Inactive accounts if user try to edit or create a new task then it should not allow user to save the task. It should throw some validation message.
On the task object there is a field 'Related To' which gives me All the accounts but I can not apply filter criteria for this kind of field.SO I am trying to write a validation rule on task which should throw an error message when the account status is inactive.
I am trying to write like this:

OR(whatid!=null,Account.Inactive=true)

but in the validation rule I am not able to find Account.

Is there any way where I can get the Inactive field value so that I apply it in validation rule?

Or I have to do coding in this scenario. Please suggest

Best Answer

You cannot reference the related Account's fields while writing a validation rule on the Task. The Task object WhatID is polymorphic which means it could be refer to several objects. On the whatid at least you cannot reference related fields like you can with ownerid which is polymorphic as well

The only reliable option will be to make use of an Apex Trigger that prevents the creation of the Task.

Related Solutions

[SalesForce] Validation rule not working with Rollup Summary field

This objective does not make sense to me unless the intent is to prevent marking the parent object as Active until Sum_of_Weights__c equals 100. If this is the case, you can include an ISCHANGED() function in your formula:

ISCHANGED(IsActive__c) && IsActive__c && Sum_of_Weights__c != 100

Then your validation will only go off if a parent object is moved from IsActive__c = false to IsActive__c = true without Sum_of_Weights__c being 100.

You may also need a validation rule on the child object to prevent children from being added or removed from an Active parent.

[SalesForce] Validation rule Preventing Process Builder Field Update process

Follow below steps to bypass validation rule in process builder:-

Implement a field which allows bypassing validation rules for Processes, on Opportunity, have a checkbox field BypassValidationForProcessBuilder__c, default unchecked, not shown on the Page Layout.

Adjust your Validation Rule to:

AND( NOT(Opportunity.BypassValidationForProcessBuilder__c) ,
NOT(ISNEW()), 
ISCHANGED(StageName) 
)

In your Process, in the immediate action block, first, use a record update for the concerned Opportunity record to set our Bypass field to TRUE. Within the same immediate action block, you can now have an action to update the stage name, use as many actions as needed. Then at the end have another update action to set the Bypass field back to FALSE. Within one immediate action block, the actions are done in order and separately.
By setting the flag back to false, you are making a field update. This will cause validation rules with boolean checkboxes such as Opportunity.BypassValidationForProcessBuilder__c = false to then make the validation rule true.
Alternatively, you could add Opportunity.BypassValidationForProcessBuilder__c = false && !ISCHANGED(Opportunity.BypassValidationForProcessBuilder__c) to the validation rule to bypass it.

reference:- https://help.salesforce.com/articleView?id=000247715&type=1

Hope it helps You.

Best Answer

Related Solutions

[SalesForce] Validation rule not working with Rollup Summary field

[SalesForce] Validation rule Preventing Process Builder Field Update process

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