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Use Custom Permission in Validation Rule

Addison creates the custom permission with the following attributes: d. Click Add Fields, click Permissions, select your custom permission, and select Insert Problem: – We have instructions that we can`t edit the profile, permission set, and we can`t write the code either. One. To add this custom permission to validation, open validation rule errors, you know the pain it can cause. Another issue is scalability. Because it may be necessary to include more users in the exception criteria, the validation rule becomes more complicated. Especially if the rule already has a complex logic. After all, unit testing exists for a reason. It is not a good practice to have to disable validations to succeed. Solution #1: – Write a validation rule for the Opportunity object and insert the hard-coded user IDs into the validation rule. For example, Save. Click the Custom Permission link to add the custom permission to the permission set. Click Edit and select and save the available custom permission.

One. Go to Configuration Search by permission set, and then click New In a previously published blog post Why You Should Add Custom Permissions to Your #AwesomeAdmin Toolbelt, I introduced you to custom permissions. This feature has been around since winter `15, but is still quite unknown and is not used by the admin community. Administrators can use this superpower to block or unlock users` access to applications or processes. Solution #3 – Custom Permissions: – We can use custom permissions to meet our needs. Step 3: Assign this permission set to the desired users In this scenario, in this scenario, if we hard-code the validation rule by profile ID, role ID, or user ID each time a new user or a user with a different role and profile is created to bypass the validation rules, We need to update the validation rules again and again. Instead, we can create a custom permission, assign custom permission per permission set to the user, and use that permission in our validation rule. Now, each user they assign to the permission set automatically gets the custom permission. Then replace the above validation rule with the following formula In our sample validation rule, we verify that an opportunity has been approved before moving it to Closed Won. This seems to confirm my suspicions for my reason and a few others. Puppy. I have a number of validation rules to update, haha.

By adding NOT($Permission…) to the end of the criteria, anyone with custom permission can bypass this validation rule. This logic essentially says, « If the user doesn`t have permission, trigger the rule. » Addison then enables custom permission by adding it to the permission set. The following animated GIF file shows how to quickly configure enabling custom permission in the permission set and referencing custom permission in the validation rule. This error condition verifies that the developer name of the account record type is Advisor AND that the user does not have the custom permission with the API name Edit_Advisor_Accounts. If so, the validation rule error is displayed. However, for all users with custom permission, no validation rule errors are displayed. AND( ISCHANGED(STAGENAME), $Profile.Name `System Administrator`, PRIORVALUE(TEXT(STAGENAME)) = `Closed Won`, $User.Id = `15Digit UserIdhere`, $User.Id = `anoother user Id here`,. and so on ) The validation rule above works like a champion, but also has some drawbacks Converting your current profile ID validation rules to custom permissions may take some time.

Depending on the extent of the practice, you need to create a plan. But it`s worth having a cleaner solution. Custom permissions allow you to define access controls that can be assigned to users through permission sets or profiles, in the same way that you assign user permissions and other access settings. Now that you know how to set up custom permission in a validation rule, you want to try it for yourself. I`m sure you have use cases where this admin superpower can be useful. Tell us how to use custom permissions in a validation rule to grant or deny access to your users on Twitter using #AwesomeAdmin. Addison assigned Jared Dunn the Edit Advisor Account permission set. Jared can edit the advisor`s account without any problems because it has the Edit Advisor Accounts custom permission, so the validation rule doesn`t fail when executed.

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