Add validation rules to milestones to prevent users from updating milestones unless certain criteria are met.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To define or change field validation rules: | Customize Application |
| To create or edit milestones: | Manage Entitlements |
Note To create validations rules, use Setup in Salesforce Classic. Don’t worry, your validation
rules still apply in Lightning Experience.
- From the object management settings for case milestones, go to Validation Rules.
- Click New.
- Enter the rule details.
- Save your changes.
Example
This validation rule prevents users from selecting milestone completion dates that are earlier than the case creation date. You can create a similar validation rule for work orders from the object management settings for Object Milestones in Setup.
| Field | Value |
|---|---|
| Rule Name | milestone_completion_date |
| Description | A milestone’s completion date must be later than the case creation date. |
| Error Condition Formula | CompletionDate < Case.CreatedDate |
| Error Message | Error: The milestone completion date must be later than the case creation date. |
| Error Location | Top of Page |