Hi Lance,
Run the validation rule on the resource link with the specific criteria.
Good luck!
Tamir
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
Please sign in to leave a comment.
Hi Lance,
Run the validation rule on the resource link with the specific criteria.
Good luck!
Tamir
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?
Create a Validation rule on the object Resource (All Links >> Assigned >> Resource) and for the evaluation criteria use:
not(isnull(GetLink('MembershipLink','YourUserGroup',$Resource))) Replace YourUserGroup with the group you want to see if the resource belongs to.
Thanks Josh, I may have posted prematurely as I just discovered IsMemberOf(): does IsMemberOf('Contractors',$Resource) have the same effect as your condition, or do they differ subtly?
Yes that should work as well =)
Cool! Thanks Josh