Validation Rule Assist: Lock down multiple lead fields after they are first populated












2














I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.



Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.



I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.



AND(
$Profile.Name <> "System Administrator",
ISCHANGED( OG_Lead_Source__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
ISCHANGED( OG_Lead_Medium__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
ISCHANGED( OG_Lead_Campaign__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
ISCHANGED( OG_Lead_Content__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
ISCHANGED( OG_Lead_Term__c ),
NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
)









share|improve this question





























    2














    I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.



    Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.



    I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.



    AND(
    $Profile.Name <> "System Administrator",
    ISCHANGED( OG_Lead_Source__c ),
    NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
    ISCHANGED( OG_Lead_Medium__c ),
    NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
    ISCHANGED( OG_Lead_Campaign__c ),
    NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
    ISCHANGED( OG_Lead_Content__c ),
    NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
    ISCHANGED( OG_Lead_Term__c ),
    NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
    )









    share|improve this question



























      2












      2








      2







      I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.



      Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.



      I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.



      AND(
      $Profile.Name <> "System Administrator",
      ISCHANGED( OG_Lead_Source__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
      ISCHANGED( OG_Lead_Medium__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
      ISCHANGED( OG_Lead_Campaign__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
      ISCHANGED( OG_Lead_Content__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
      ISCHANGED( OG_Lead_Term__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
      )









      share|improve this question















      I am trying to create a validation rule to lock down our original utm fields on leads after they are first populated.



      Essentially I would like to prevent everyone (including our marketo sync user) but a 'system admin' to be able to update the fields below.



      I think I have the Rule down for the most part, but I keep getting a syntax error "Missing ')'", please see below. Any help would be appreciated.



      AND(
      $Profile.Name <> "System Administrator",
      ISCHANGED( OG_Lead_Source__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
      ISCHANGED( OG_Lead_Medium__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
      ISCHANGED( OG_Lead_Campaign__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
      ISCHANGED( OG_Lead_Content__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
      ISCHANGED( OG_Lead_Term__c ),
      NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
      )






      validation validation-rule leads fields






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited 52 mins ago









      Derek F

      19.1k31849




      19.1k31849










      asked 54 mins ago









      The Big Guy

      152




      152






















          3 Answers
          3






          active

          oldest

          votes


















          3














          You're missing commas after each NOT(ISBLANK(PRIORVALUE(...))), but beyond that your validation rule isn't quite right.



          This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR(), because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.



          This is probably what you're looking for



          AND(
          $Profile.Name <> "System Administrator",
          OR(
          AND(
          ISCHANGED( OG_Lead_Source__c ),
          NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
          ),
          AND(
          ISCHANGED( OG_Lead_Medium__c ),
          NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
          ),
          AND(
          ISCHANGED( OG_Lead_Campaign__c ),
          NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
          ),
          AND(
          ISCHANGED( OG_Lead_Content__c ),
          NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
          ),
          AND(
          ISCHANGED( OG_Lead_Term__c ),
          NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
          )
          )
          )


          The outer AND() exempts your system admins

          The nested OR() allows you to complain if any of the inner bits evaluate to true

          The inner AND()s break each situation up into their logical groups (the check for OG_Lead_Source__c shouldn't have any impact on the check for OG_Lead_Medium__c, etc...)






          share|improve this answer





















          • +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
            – Morgan Marchese
            42 mins ago








          • 1




            @MorganMarchese great minds, I suppose.
            – Derek F
            41 mins ago



















          3














          You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.



          In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND() operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR() operator



          The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like



          AND(
          $Profile.Name <> "System Administrator",
          OR(
          AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
          AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
          AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
          AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
          AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
          )
          )





          share|improve this answer





























            1














            Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.



            In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND() function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE())) clauses.






            share|improve this answer





















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              3 Answers
              3






              active

              oldest

              votes








              3 Answers
              3






              active

              oldest

              votes









              active

              oldest

              votes






              active

              oldest

              votes









              3














              You're missing commas after each NOT(ISBLANK(PRIORVALUE(...))), but beyond that your validation rule isn't quite right.



              This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR(), because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.



              This is probably what you're looking for



              AND(
              $Profile.Name <> "System Administrator",
              OR(
              AND(
              ISCHANGED( OG_Lead_Source__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Medium__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Campaign__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Content__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Term__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
              )
              )
              )


              The outer AND() exempts your system admins

              The nested OR() allows you to complain if any of the inner bits evaluate to true

              The inner AND()s break each situation up into their logical groups (the check for OG_Lead_Source__c shouldn't have any impact on the check for OG_Lead_Medium__c, etc...)






              share|improve this answer





















              • +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
                – Morgan Marchese
                42 mins ago








              • 1




                @MorganMarchese great minds, I suppose.
                – Derek F
                41 mins ago
















              3














              You're missing commas after each NOT(ISBLANK(PRIORVALUE(...))), but beyond that your validation rule isn't quite right.



              This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR(), because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.



              This is probably what you're looking for



              AND(
              $Profile.Name <> "System Administrator",
              OR(
              AND(
              ISCHANGED( OG_Lead_Source__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Medium__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Campaign__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Content__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Term__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
              )
              )
              )


              The outer AND() exempts your system admins

              The nested OR() allows you to complain if any of the inner bits evaluate to true

              The inner AND()s break each situation up into their logical groups (the check for OG_Lead_Source__c shouldn't have any impact on the check for OG_Lead_Medium__c, etc...)






              share|improve this answer





















              • +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
                – Morgan Marchese
                42 mins ago








              • 1




                @MorganMarchese great minds, I suppose.
                – Derek F
                41 mins ago














              3












              3








              3






              You're missing commas after each NOT(ISBLANK(PRIORVALUE(...))), but beyond that your validation rule isn't quite right.



              This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR(), because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.



              This is probably what you're looking for



              AND(
              $Profile.Name <> "System Administrator",
              OR(
              AND(
              ISCHANGED( OG_Lead_Source__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Medium__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Campaign__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Content__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Term__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
              )
              )
              )


              The outer AND() exempts your system admins

              The nested OR() allows you to complain if any of the inner bits evaluate to true

              The inner AND()s break each situation up into their logical groups (the check for OG_Lead_Source__c shouldn't have any impact on the check for OG_Lead_Medium__c, etc...)






              share|improve this answer












              You're missing commas after each NOT(ISBLANK(PRIORVALUE(...))), but beyond that your validation rule isn't quite right.



              This rule will only complain to the user if they try to edit all of your target fields. What you'd need here is to use some OR(), because I'd imagine that you want this validation rule to complain if any of your target fields are changed after being set for the first time.



              This is probably what you're looking for



              AND(
              $Profile.Name <> "System Administrator",
              OR(
              AND(
              ISCHANGED( OG_Lead_Source__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Source__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Medium__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Medium__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Campaign__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Campaign__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Content__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Content__c )))
              ),
              AND(
              ISCHANGED( OG_Lead_Term__c ),
              NOT(ISBLANK(PRIORVALUE( OG_Lead_Term__c )))
              )
              )
              )


              The outer AND() exempts your system admins

              The nested OR() allows you to complain if any of the inner bits evaluate to true

              The inner AND()s break each situation up into their logical groups (the check for OG_Lead_Source__c shouldn't have any impact on the check for OG_Lead_Medium__c, etc...)







              share|improve this answer












              share|improve this answer



              share|improve this answer










              answered 42 mins ago









              Derek F

              19.1k31849




              19.1k31849












              • +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
                – Morgan Marchese
                42 mins ago








              • 1




                @MorganMarchese great minds, I suppose.
                – Derek F
                41 mins ago


















              • +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
                – Morgan Marchese
                42 mins ago








              • 1




                @MorganMarchese great minds, I suppose.
                – Derek F
                41 mins ago
















              +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
              – Morgan Marchese
              42 mins ago






              +1 for posting literally the same validation rule logic as I did, within 3 seconds of each other :-p
              – Morgan Marchese
              42 mins ago






              1




              1




              @MorganMarchese great minds, I suppose.
              – Derek F
              41 mins ago




              @MorganMarchese great minds, I suppose.
              – Derek F
              41 mins ago













              3














              You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.



              In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND() operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR() operator



              The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like



              AND(
              $Profile.Name <> "System Administrator",
              OR(
              AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
              AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
              AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
              AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
              AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
              )
              )





              share|improve this answer


























                3














                You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.



                In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND() operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR() operator



                The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like



                AND(
                $Profile.Name <> "System Administrator",
                OR(
                AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
                AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
                AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
                AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
                AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
                )
                )





                share|improve this answer
























                  3












                  3








                  3






                  You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.



                  In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND() operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR() operator



                  The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like



                  AND(
                  $Profile.Name <> "System Administrator",
                  OR(
                  AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
                  AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
                  AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
                  AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
                  AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
                  )
                  )





                  share|improve this answer












                  You are trying to do ISCHANGED() and NOT(ISBLANK(PRIORVALUE())) at the same time without separating them by commas, you can't do that. Each of those are separate arguments. You should leverage the AND and OR logical operators to bundle conditions together.



                  In your case, you only want to throw the error if the value is changed AND the prior value was not empty, so you should be using the AND() operator, but I also (assume) that you want it to throw the error if ANY of those fields are changed after being populated, so you should also leverage the OR() operator



                  The following Validation Rule is UNTESTED (but might work), but either way it should give you an understanding of what an implementation of this might look like



                  AND(
                  $Profile.Name <> "System Administrator",
                  OR(
                  AND(ISCHANGED(OG_Lead_Source__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Source__c)))),
                  AND(ISCHANGED(OG_Lead_Medium__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Medium__c)))),
                  AND(ISCHANGED(OG_Lead_Campaign__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Campaign__c)))),
                  AND(ISCHANGED(OG_Lead_Content__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Content__c)))),
                  AND(ISCHANGED(OG_Lead_Term__c),NOT(ISBLANK(PRIORVALUE(OG_Lead_Term__c))))
                  )
                  )






                  share|improve this answer












                  share|improve this answer



                  share|improve this answer










                  answered 42 mins ago









                  Morgan Marchese

                  1,485426




                  1,485426























                      1














                      Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.



                      In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND() function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE())) clauses.






                      share|improve this answer


























                        1














                        Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.



                        In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND() function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE())) clauses.






                        share|improve this answer
























                          1












                          1








                          1






                          Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.



                          In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND() function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE())) clauses.






                          share|improve this answer












                          Sometimes the literal error message you receive stems from a misunderstanding on the parser's part of the structure of your code due to a different error.



                          In this case, you're actually missing a number of commas, not parentheses. You need commas after each value in your AND() function. You are missing commas following your first four NOT(ISBLANK(PRIORVALUE())) clauses.







                          share|improve this answer












                          share|improve this answer



                          share|improve this answer










                          answered 45 mins ago









                          David Reed

                          30.7k61746




                          30.7k61746






























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