1

I am looking to write a validation rule that prevents everyone from editing a record in a certain status, unless they are above the record owner in the role hierarchy.

So for example here is my fake hierarchy:

Role CEO -> Role Exec -> Role Drone

Once a drone has created a record and saved it as locked, the drone can not longer edit the record.

But the Exec or CEO can edit the record. Is this possible using a validation rule?

1
  • If the sharing model is private and access is granted using hierarchies, then by default only the owner and above can edit the record. If you want to prevent the owner, a validation rule can be added to that effect. As a result only someone higher than the Owner would be able to edit? Nov 20, 2012 at 0:22

1 Answer 1

2

You cannot take away sharing access to the owner of the record, but you can prevent the owner from saving an edited record: $User.Id <> OwnerId where $User is the current user. Everything else is sharing based.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .