I would like to create a validation rule that will prevent users from creating a task if there is already a task under the same parent with the same custom field value. for Example if a user tries to create a task where CustomField1 equals "email", I don't want them to be able to create another task where CustomField1 equals "email".
The custom field is a dropdown with only a handful of values, so creating separate validations for each value in CustomField1 would be simple.
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Ed,
I don't think this is possible. I know that you can access the Parent Task in a validation rule, but I'm not aware of any way of validating against other child tasks.
I would suggest getting in touch with your account contact to see if this is something that a PS consultant might be able to do (But I don't think it could be done at all). Equally have you asked the question during one of the weekly Q&A webinars?
This would be a bit cumbersome to set up, but would be possible with Professional Services. You could have flags (checkboxes or toggles) at the parent that get checked whenever sub items contain specific custom field values. You would also need rules to unflag when the criteria changes. Then you would create a validation rule based on whether these flags are set on the parent.
Thank you, but I've already figured out a more elegant solution on my own.