I need to write a validation rule based on the recordTypeId.
I would like to make sure that when the users selects a record via a lookup field the rule will check if the record chosen is of a specific RecordType.
How can I use the $RecordTypeId or $RecordTypeName in the validation rule formula to achieve this?
Best Answer
We started the practice of putting a custom field on any object that we would use a record type for called "Record Type Name".
It's a formula field that has value $RecordType.Name
This lets you refer to record types by name in Apex without having to do an extra query, but it may also keep things simpler for validation rules.