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How to prohibit free text entry for the activity subject

Udgivelsesdato: Nov 21, 2024
Beskrivelse
This section describes how to prohibit free text entry for the activity subject.
Løsning
Use the following steps to prohibit free text entry for the activity subject:
Classic
1. Click [Settings] | [Build] | [Customize] | [Activity] | [Activity entry rule].
Lightning Experience
1. Click the gear icon | [Settings] | [Object manager] | [Activity] | [Entry rule].
2. Click [New] button. 
3. Enter a rule name to [Rule name], and enter the following qualifications to [Error qualifications] box. 
NOT( OR( Subject == "Call", Subject == "Email", Subject == "Other"))
　* "Subject" is a subject name item. Please do not change it. 
　* For "Call," "Email," and "Other," enter their selection list value names that are currently used. 
4. For [Error message], enter an error message to display on the screen. 
5. In [Error display location], select a location to display the error message. 
6. Click [Save] button after completing configuration and data entry.
Yderligere ressourcer

Validation Rules

Vidensartikelnummer

000387217

 
Indlæser
Salesforce Help | Article