Validation Rules not covering Status change?

Question

I have a requirement when record type is "Service_Cases" or "Service_Case_Read_Only" and 'Type' equals "Red Cross Store Support" and 'Status' equals "Closed - Resolved" then 'RCS_Order_Number_1__c' is required.

If not Type, "Red Cross Store Support" and Status not "Closed - Resolved" the 2 fields RCS_Order_Number_1__c and RCS_Order_Number__c are to be BLANK.

Validation Rule Detail

Rule Name Service_Case_Closed_Enter_RCS_Order_Numb

AND(
    RecordType.DeveloperName = "Service_Cases" || RecordType.DeveloperName = "Service_Case_Read_Only",
    ISPICKVAL(Type, "Red Cross Store Support"),
    ISPICKVAL(Status,'Closed - Resolved'),
    ISBLANK( RCS_Order_Number_1__c )
)

This works, BUT still allowed the 'Type' to be changed to other than "Red Cross Store Support" and the 'RCS Order Number' to have a value.

So I created another VR

Rule Name RCS_Order_Number_must_be_blank

AND(
    RecordType.DeveloperName = "Service_Cases" || RecordType.DeveloperName = "Service_Case_Read_Only",
    ISPICKVAL( Status , "Closed - Resolved" ),
    NOT(ISPICKVAL(Type,"Red Cross Store Support")),
    AND(
        OR(
            NOT(ISBLANK( RCS_Order_Number_1__c )),
            NOT(ISBLANK(RCS_Order_Number__c))
        )
    )
)

Problem now is the 'Status' can be changed to another value and the record saves.

Is there an easier way to accomplish my requirement? Where did it go wrong?

Answer 1

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You can use PRIORVALUE to reference the original values of fields that are being modified.