Validation rules for requiring a conditional description, preventing cases from being
reset, restricting case status, and more.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Contact Manager, Group,
Professional, Enterprise, Performance, Unlimited,
Developer, and Database.com Editions
|
Conditionally Require Description When Case Reason is “Other”
| Field |
Value |
|
Description:
|
Validates that a custom field called Other Reason contains
a value if a case has a Case Reason of
“Other.” |
|
Formula:
|
AND(
ISPICKVAL( Reason, "Other" ),
ISBLANK(Other_Reason__c)
)
|
|
Error Message:
|
Description of Other Reason is required. |
|
Error Location:
|
Other Reason
|
Prevent Open Cases from Being Reset to New
| Field |
Value |
|
Description:
|
If a case is already open, prevents the Status from being
changed back to “New.” |
|
Formula:
|
AND(
ISCHANGED( Status ),
NOT(ISPICKVAL(PRIORVALUE( Status ), "New")),
ISPICKVAL( Status, "New")
)
|
|
Error Message:
|
Open case Status cannot be reset to New. |
|
Error Location:
|
Status
|
Restrict Status of Re-Opened Cases
| Field |
Value |
|
Description:
|
Validates that the case Status is
“Re-opened” when a closed case is opened again. |
|
Formula:
|
AND(
ISCHANGED( Status ),
OR(
ISPICKVAL(PRIORVALUE( Status ), "Closed"),
ISPICKVAL(PRIORVALUE( Status ),
"Closed in SSP")),
NOT( ISPICKVAL( Status, "Re-Opened"))
)
|
|
Error Message:
|
Closed case can only be changed to “Re-opened.” |
|
Error Location:
|
Status
|
Prevent Case Milestone Completion After Cases Are Closed
| Field |
Value |
|
Description:
|
Validates that a milestone's Completion Date can't occur
after the case's Status is Closed. |
|
Formula:
|
Case.IsClosed = true
|
|
Error Message:
|
You can't complete a milestone after a case is closed. |
|
Error Location:
|
Top of Page
|
Prevent Case Milestone Completion Before Case Creation Dates
| Field |
Value |
|
Description:
|
Validates that the milestone's Completion Date has
occurred after the case's Date/Time Opened. |
|
Formula:
|
CompletionDate >= Case.CreatedDate && CompletionDate <= Case.ClosedDate
|
|
Error Message:
|
The milestone Completion Date must occur after the date the case was created
and before the case was closed. |
|
Error Location:
|
Top of Page
|
