Create a validation rule for escalated cases.
Create a validation rule formula that does not allow a user to mark a case as escalated unless the priority is set to 'High', the case was not Closed when Created, and the case isn’t closed.
Create a validation rule formula that does not allow a user to mark a case as escalated unless the priority is set to 'High', the case was not Closed when Created, and the case isn’t closed.
- The validation rule should be on the Case object.
- The validation rule should be named 'Mark_as_Escalated'.
- The validation rule should fire if someone tries to set a case as escalated and it is closed, closed when created, or does not have a priority of High.
- The validation rule should display the error message 'You can only set a case as escalated if it is high priority and not closed' under the Escalated field when triggered.
- Add the 'Escalated' field to the Case page layout.
1) Create one validation rule on case object and make sure it is active while taking challenge.
2) Enter the below formula.
IF( IsEscalated , OR(IsClosedOnCreate ,
ISPICKVAL(Status, "Closed"),
ISPICKVAL(Priority, "Low"),
ISPICKVAL(Priority, "Medium")),
null)
3) Enter the error message as 'You can only set a case as escalated if it is high priority and not closed' under escalated field.
IF(IsEscalated,
ReplyDeleteISPICKVAL( Status , "closed")||
ISPICKVAL( Priority , "Low")||
ISPICKVAL( Priority , "Medium")
,IsEscalated=false)