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I have a picklist of stages - let's use the example stages below:

Unqualified <- Default / Record creation state
Qualified
Enrolled
Under Review
Active

Where as this record progresses through the stages, I would like the value of unqualified to be settable only for record creation or by admins.

Any other ideas besides:

  • Make a validation rule that does not allow the value of Unqualified to be set where user profile != Sys Admin.
  • Make a validation rule that does not allow value of Unqualified to be set after record creation? (Not sure how to do this)
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  • Use different record types. The record types option gives you control the pick list values. This may be an option. This may have some dependency with your existing process. Please check that also once.
    – KSL
    Oct 22, 2019 at 18:58
  • @KSL Comments are generally for clarification. You should consider adding this as an answer.
    – sfdcfox
    Oct 22, 2019 at 19:10
  • @sfdcfox, Thanks. I added it.
    – KSL
    Oct 22, 2019 at 19:11

1 Answer 1

1

Use different record types. The record types option gives you control on the pick list values. This may be an option. This may have some dependency with your existing process. Please check that also once.

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