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            Limit User Updates to Milestones

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            Limit User Updates to Milestones

            Add validation rules to milestones to prevent users from updating milestones unless certain criteria are met.

            Required Editions

            View supported editions.
            User Permissions Needed
            To define or change field validation rules: Customize Application
            To create or edit milestones: Manage Entitlements
            Note
            Note To create validations rules, use Setup in Salesforce Classic. Don’t worry, your validation rules still apply in Lightning Experience.
            1. From the object management settings for case milestones, go to Validation Rules.
            2. Click New.
            3. Enter the rule details.
            4. Save your changes.
            Example
            Example

            This validation rule prevents users from selecting milestone completion dates that are earlier than the case creation date. You can create a similar validation rule for work orders from the object management settings for Object Milestones in Setup.

            Field Value
            Rule Name milestone_completion_date
            Description A milestone’s completion date must be later than the case creation date.
            Error Condition Formula CompletionDate < Case.CreatedDate
            Error Message Error: The milestone completion date must be later than the case creation date.
            Error Location Top of Page
             
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