The validation rule I have right now stops reps from changing the date if the meeting has been completed, indicated by a checkbox.
AND( Meeting_Conducted__c = TRUE, ISCHANGED( Meeting_Date__c ))
But I am missing one piece. The rule should allow for reps to updatethe Meeting_Date__c if it is in the SAME MONTH as the original value. Once the month has passed, reps should not be allowed to update that field... Any ideas? I thought it would be:
MONTH(Meeting_Date__c) != MONTH(Meeting_Date__c)
I am trying to add the Month check to the existing rule. When I say it doesn't work, I mean the SFDC doesn't even register that line in the rule.
I've also tried doing something like:
AND( Meeting_Conducted__c = TRUE, ISCHANGED( Meeting_Date__c ), TEXT(MONTH(Meeting_Date__c )) != TEXT(PRIORVALUE(Meeting_Date__c )))
Have also tried:
Meeting_Conducted__c = TRUE && ISCHANGED( Meeting_Date__c ) && NOT( MONTH(Meeting_Date__c) >= MONTH(TODAY()) && YEAR(Meeting_Date__c) = YEAR(TODAY()))