[SalesForce] Restrict access to picklist value to specific users

Disclaimer: I am rather new to Validation Rules (and Salesforce in general) and GREATLY appreciate any assistance this community could offer

I am attempting to lock down 3 picklist items from the Account Type picklist so that only 4 specific users can select these values using Validation Rules.

In the past, I was able to accomplish something similar in Opportunity using Validation Rules, but the need only called for the restriction of 1 value. I'm having issues with migrating this syntax to handle multiple values.

Here is my current syntax that isn't working:

AND( 
$User.Id <> "0051N000005giDN", 
$User.Id <> "0051N00000696tX", 
$User.Id <> "0051N000005gi5T", 
$User.Id <> "0051N000005EMyk", 
ISPICKVAL(Type,("Partner", "Partner Customer", "Direct Customer")))

Best Answer

ISPICKVAL(picklist_field, text_literal) can only compare the field's value to a single text literal.

You will need to change your formula as:

AND( 
...

    OR(
        ISPICKVAL(Type,"Partner"),
        ISPICKVAL(Type, "Partner Customer"),
        ISPICKVAL(Type, "Direct Customer")
    )
)

On a side note, instead of using User Ids in there, you can assign a custom permission to such Users and then utilize that in your formula.

Related Solutions

[SalesForce] Display Specific Picklist Value Based on Criteria

Assuming you will always have only 2 values in the picklist

public List<SelectOption> getValues()
{
    List<SelectOption> options = new List<SelectOption>();
    Schema.DescribeFieldResult fieldResult =
        Object1__c.Picklist_Field__c.getDescribe();
    List<Schema.PicklistEntry> ple = fieldResult.getPicklistValues();
    // test for criteria 1
    if(**condition 1**){
        options.add(new SelectOption(ple[0].getLabel(),ple[0].getValue()));
        return options;
    }

    // test for criteria 2
    if(**condition 2**)
    {
        options.add(new SelectOption(ple[1].getLabel(),ple[1].getValue()));
        return options;
    }

  // Else return both the values

    for( Schema.PicklistEntry f : ple)
    {
        options.add(new SelectOption(f.getLabel(), f.getValue()));
    }       
    return options;
}

[SalesForce] Restrict picklist values based on custom lookup field’s value

Display picklist value as per the lookup field is not so possible by the validation rule but if you need to restrict the picklist value then yes you can do by the following piece of code,

If another Custom lookup Field's value (say Book__c) includes the keyword 'History', only Plan B and Plan C values display

You can set your validation rule something like this :

AND(Book__c = 'History' , ISPICKVAL( Picklist_Field__c , 'Plan A'))

Hope it helps you out !!

Best Answer

Related Solutions

[SalesForce] Display Specific Picklist Value Based on Criteria

[SalesForce] Restrict picklist values based on custom lookup field’s value

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