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CRT-101 · Question #193

Ursa Major Solar has a path on Case. The Company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from preventing the case back to a…

The correct answer is A. Validation rules. Validation rules using the PRIORVALUE() function can enforce forward-only movement through case status values by rejecting saves that attempt to revert to a previous status.

Object Manager and Lightning App Builder

Question

Ursa Major Solar has a path on Case. The Company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from preventing the case back to a previous status. Which Feature Should an administrator use to fulfill this request?

Options

  • AValidation rules.
  • BGlobal Value Picklists
  • CPredefined field Values.
  • DDependent Picklists.

How the community answered

(38 responses)
  • A
    82% (31)
  • B
    5% (2)
  • C
    3% (1)
  • D
    11% (4)

Why each option

Validation rules using the PRIORVALUE() function can enforce forward-only movement through case status values by rejecting saves that attempt to revert to a previous status.

AValidation rules.Correct

A validation rule using PRIORVALUE() on the Status field compares the selected value against the record's prior status and triggers a blocking error message if an agent attempts to move the case backward, enforcing sequential path progression without requiring additional configuration.

BGlobal Value Picklists

Global Value Picklists standardize picklist values across multiple objects but do not enforce the order or directionality in which values can be selected.

CPredefined field Values.

Predefined field values set default entries when records are created or stages change but do not prevent users from manually selecting earlier status values.

DDependent Picklists.

Dependent picklists filter available values based on a controlling field but cannot restrict movement to previous values within the same picklist field.

Concept tested: Validation rules enforcing forward-only status progression

Source: https://help.salesforce.com/s/articleView?id=sf.fields_about_field_validation.htm&type=5

Topics

#Validation Rules#Case Management#Process Enforcement#Picklist Fields

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