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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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