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reject resource assignment based on group membership

Hi all, I need a validation rule that prevents a resource from being assigned to a particular task if that resource is a member of a particular group.  How would I defined the evaluation criteria formula to do this?

 

Many thanks,

Lance

Lance Luvaul Answered

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Hi Lance,

Run the validation rule on the resource link with the specific criteria.

Good luck!

Tamir

Tamir Avital 0 votes
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Thanks Tamir, but I was hoping you could help me formulate the criteria.  How do you get a reference to the resource and task entities?  How do you tell whether the resource entity is a member of a given group?

Lance Luvaul 0 votes
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Create a Validation rule on the object Resource (All Links >> Assigned >> Resource) and for the evaluation criteria use:

not(isnull(GetLink('MembershipLink','YourUserGroup',$Resource)))      Replace YourUserGroup with the group you want to see if the resource belongs to.

Josh Santos 0 votes
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Thanks Josh, I may have posted prematurely as I just discovered IsMemberOf(): does IsMemberOf('Contractors',$Resource) have the same effect as your condition, or do they differ subtly?

Lance Luvaul 0 votes
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