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i want a rule where i dont want to associated contact to other objects if contact status is pending.I am not sure how can i achieve this .any suggestion

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  • You only want to restrict lookup field on contact or do you also don't want to restrict contact's child record Feb 5, 2019 at 5:58
  • means if the contact status is Pending then i dont want to associate this contact to any other entity.
    – sudhanshu
    Feb 5, 2019 at 6:01
  • Like from account if i add relationship and if contact is Pending then it should throw an error
    – sudhanshu
    Feb 5, 2019 at 6:02
  • any suggestion/solution to implement this
    – sudhanshu
    Feb 5, 2019 at 9:04

1 Answer 1

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You can use a Validation Rule like this, e.g. on Case Object:

AND(
    NOT(ISBLANK(ContactId)), 
    ISPICKVAL(Contact.Status__c, 'Pending')
)

If you want to run this rule only on Contact Person (Lookup) change, you can add one additional check:

AND(
    NOT(ISBLANK(ContactId)), 
    ISCHANGED(ContactId),
    ISPICKVAL(Contact.Status__c, 'Pending')
)

Please let me know if it helps.

Best, Stefan

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