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I want to create a validation rule on a look up field based on role . There are two roles

  1. Member Member - is a member
  2. Member PA - is a pa to the member

lookup fields - REP_Customer_Representative__c (lookup to Account)

The requirement is when a "member member" creates a case and if the look up field is blank the validation rule should not fire as REP_Customer_Representative__c - is a member representing field

But when a "Member Pa" creates a case he/she should not leave the lookup field REP_Customer_Representative__c - blank

and this is what i came up with, but the validation rule is not getting fired

AND( ISBLANK(REP_Customer_Representative__c), 
$UserRole.Name = 'Member_PA' ) 
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  • 1
    Could you please edit your question? It is hard to understand (at least for me :)) Feb 12, 2014 at 18:15
  • i want to create a validation rule on a look up field based on role .
    – Developer
    Feb 13, 2014 at 9:20
  • 1
    Are you sure that is the UserRole Name? It looks more like a Developer Name with the underscore. Apr 27, 2015 at 16:44
  • Agreed. The Name should generally be the human-readable name: 'Member PA' Apr 27, 2015 at 18:26

1 Answer 1

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I don't know if this is the answer, but try:

AND( ISBLANK(REP_Customer_Representative__r.Id), 
$UserRole.Name = 'Member_PA' ) 

I seem to recall the validation rules needing to look up a value on the parent (i.e. REP_Customer_Representative__r.Id), not just where there is a value in that field itself.

Let us know if this works... or not.

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