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I am trying to create a validation rule that should disallow users from changing an account record type with the exception of the system admin.

This is what I have written:

    AND ( NOT($Profile.Name!='System Administrator'), 
    IsChanged(RecordTypeId))

When I remove the NOT, then I cannot change the record type as a system admin, so I added the NOT, but now I can always change the record type. What do I need to change? Tia, Lily.

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  • 2
    Couldn't you just remove the record type from the Page Layouts, change it to Read-Only or edit profile settings so that it isn't editable?
    – Dan Jones
    May 11, 2016 at 13:53
  • No, the record type field needs to be visible
    – Lily
    May 11, 2016 at 14:00
  • You could also create a formula field that gets the record type name, and display only that. May 11, 2016 at 14:02
  • Record Type does not seem to be available in a formula field
    – Lily
    May 11, 2016 at 14:13
  • Do you want system admin's to need access to change record type. @Lily
    – Pavan tej
    May 11, 2016 at 15:32

1 Answer 1

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You can try this formula in the validation rule

AND(ISCHANGED(RecordTypeId), 
NOT( $Profile.Name = "System Administrator"))

The usage of != inside NOT makes it =, so its throwing error even for System Administrators.

Hope it helps.

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