Validation Rule Query

Question

create a validation rule on Org_c object that fires when: if Account.Name = 'Joo' and org_credential_r.name is changing to 'AAT-AAT' and Approval = true and 'Priority' NOT Equal to 'High'.

Pls exclude user sharan G

Account.Name = "Joo" &&
ISCHANGED( Org_Credential__c) &&
Org_Credential__r.Name = "AAT-AAT" &&
Approval_c= TRUE &&
TEXT( Priority) <> "High" &&
$User.Username <> "sharan.g@explore.com"

I tried the above formula, its not triggering the validation rule please help

Answer 1

Your validation rule fails because ISCHANGED() cannot reference fields on other objects, You can complete this task by creating a checkbox field on org_credential object and a workflow rule to update checkbox field when name changes.

Follow these steps:

• -Create a checkbox field on org_credential object. -Create a workflow rule set the Evaluation criteria to created, and every time it's edited. -In Rule Criteria select formula evaluates to true. -In Rule Criteria body enter ISCHANGED(Name). -Click Save&Next. -Click Add Workflow Action. -Select New field Update. -Enter name and Unique name. -Select the checkbox field in Field to Update. -Select true in Specify New Field Value section. -Click save and then Activate.

And then Update your formula field by this formula:

(Account__r.Name = "joo") &&    
(org_credential__r.OrgCredNameChanged__c = true) &&
(org_credential__r.Name  = "AAT-AAT")  &&  
(Approval__c = true)  &&  
TEXT( Priority__c) <> "High"