I have a picklist on a custom object with values A,B and C. I want only one record of the object with the value of the picklist = C
. It is perfectly fine if the other records have the value A or B occurring multiple times but the value of C can only occur once. Looking to accomplish this without a trigger. Please suggest ways to accomplish this via configuration. Thanks in advance guys.
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1 Answer
It would envolve a lot of configuration:
1- Create a text field and mark it as a unique field.
2- Create a workflow field update on the custom object:
a- Entry criteria should check for the picklist value and the value should be "C"
b- Create a field update on this workflow rule and update the unique text field to a unique value (like 'C unique').
3- Create another workflow field update on the custom object:
a- Entry criteria should check for the picklist value and the value should NOT be "C"
b- Create a field update on this workflow rule and update the unique text field with null.
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@TusharSharma but what if the picklist value is changed from "C" to any other value and you want another record should have the picklist value "C"– NitinCommented Jan 21, 2016 at 11:31
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