Validation Rule Assist: Lock down multiple lead fields after they are first populated
I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.
Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.
I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.
AND(
$Profile.Name <> "System Administrator",
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
validation validation-rule leads fields
add a comment |
I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.
Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.
I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.
AND(
$Profile.Name <> "System Administrator",
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
validation validation-rule leads fields
Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago
add a comment |
I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.
Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.
I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.
AND(
$Profile.Name <> "System Administrator",
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
validation validation-rule leads fields
I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.
Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.
I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.
AND(
$Profile.Name <> "System Administrator",
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
validation validation-rule leads fields
validation validation-rule leads fields
edited yesterday
Derek F
19.1k31849
19.1k31849
asked yesterday
The Big Guy
152
152
Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago
add a comment |
Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago
Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago
Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago
add a comment |
3 Answers
3
active
oldest
votes
You're missing commas after each NOT(ISBLANK(PRIORVALUE(...)))
, but beyond that your validation rule isn't quite right.
This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR()
, because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.
This is probably what you're looking for
AND(
$Profile.Name <> "System Administrator",
OR(
AND(
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
),
AND(
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
),
AND(
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
),
AND(
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
),
AND(
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
)
)
The outer AND()
exempts your system admins
The nested OR()
allows you to complain if any of the inner bits evaluate to true
The inner AND()
s break each situation up into their logical groups (the check for OG_Lead_Source__c
shouldn't have any impact on the check for OG_Lead_Medium__c
, etc...)
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
add a comment |
You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.
In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND()
operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR()
operator
The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like
AND(
$Profile.Name <> "System Administrator",
OR(
AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
)
)
add a comment |
Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.
In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND()
function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE()))
clauses.
add a comment |
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3 Answers
3
active
oldest
votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
You're missing commas after each NOT(ISBLANK(PRIORVALUE(...)))
, but beyond that your validation rule isn't quite right.
This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR()
, because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.
This is probably what you're looking for
AND(
$Profile.Name <> "System Administrator",
OR(
AND(
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
),
AND(
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
),
AND(
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
),
AND(
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
),
AND(
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
)
)
The outer AND()
exempts your system admins
The nested OR()
allows you to complain if any of the inner bits evaluate to true
The inner AND()
s break each situation up into their logical groups (the check for OG_Lead_Source__c
shouldn't have any impact on the check for OG_Lead_Medium__c
, etc...)
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
add a comment |
You're missing commas after each NOT(ISBLANK(PRIORVALUE(...)))
, but beyond that your validation rule isn't quite right.
This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR()
, because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.
This is probably what you're looking for
AND(
$Profile.Name <> "System Administrator",
OR(
AND(
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
),
AND(
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
),
AND(
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
),
AND(
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
),
AND(
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
)
)
The outer AND()
exempts your system admins
The nested OR()
allows you to complain if any of the inner bits evaluate to true
The inner AND()
s break each situation up into their logical groups (the check for OG_Lead_Source__c
shouldn't have any impact on the check for OG_Lead_Medium__c
, etc...)
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
add a comment |
You're missing commas after each NOT(ISBLANK(PRIORVALUE(...)))
, but beyond that your validation rule isn't quite right.
This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR()
, because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.
This is probably what you're looking for
AND(
$Profile.Name <> "System Administrator",
OR(
AND(
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
),
AND(
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
),
AND(
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
),
AND(
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
),
AND(
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
)
)
The outer AND()
exempts your system admins
The nested OR()
allows you to complain if any of the inner bits evaluate to true
The inner AND()
s break each situation up into their logical groups (the check for OG_Lead_Source__c
shouldn't have any impact on the check for OG_Lead_Medium__c
, etc...)
You're missing commas after each NOT(ISBLANK(PRIORVALUE(...)))
, but beyond that your validation rule isn't quite right.
This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR()
, because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.
This is probably what you're looking for
AND(
$Profile.Name <> "System Administrator",
OR(
AND(
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
),
AND(
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
),
AND(
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
),
AND(
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
),
AND(
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)
)
)
The outer AND()
exempts your system admins
The nested OR()
allows you to complain if any of the inner bits evaluate to true
The inner AND()
s break each situation up into their logical groups (the check for OG_Lead_Source__c
shouldn't have any impact on the check for OG_Lead_Medium__c
, etc...)
answered yesterday
Derek F
19.1k31849
19.1k31849
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
add a comment |
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
+1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
– Morgan Marchese
yesterday
2
2
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
@MorganMarchese great minds, I suppose.
– Derek F
yesterday
add a comment |
You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.
In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND()
operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR()
operator
The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like
AND(
$Profile.Name <> "System Administrator",
OR(
AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
)
)
add a comment |
You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.
In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND()
operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR()
operator
The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like
AND(
$Profile.Name <> "System Administrator",
OR(
AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
)
)
add a comment |
You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.
In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND()
operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR()
operator
The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like
AND(
$Profile.Name <> "System Administrator",
OR(
AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
)
)
You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.
In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND()
operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR()
operator
The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like
AND(
$Profile.Name <> "System Administrator",
OR(
AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
)
)
answered yesterday
Morgan Marchese
1,485426
1,485426
add a comment |
add a comment |
Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.
In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND()
function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE()))
clauses.
add a comment |
Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.
In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND()
function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE()))
clauses.
add a comment |
Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.
In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND()
function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE()))
clauses.
Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.
In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND()
function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE()))
clauses.
answered yesterday
David Reed
30.7k61746
30.7k61746
add a comment |
add a comment |
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Note: I'd advise that you use five separate validation rules instead of just one rule. This will provide a better user experience, since you will then be able to attach the error to the correct field.
– sfdcfox
16 hours ago