Creating a validation rule on Closed/Released Date for Holds (optional)
- Navigate to Setup > Create > Objects.
- Select the Advising object.
- Under Custom Fields & Relationships, select the Closed/Released Date field.
- Under Validation Rules, select New.
- Enter a Rule Name and Description.
- For the Error Condition Formula, enter:
TgtX_Retention__Closed_Released_Date__c > NOW()
-
Under Error Message, enter the message to display to the user, such as:
You can not enter a Closed Date in the future.
- For Error Location, select whether to display the message at the Top of Page or below a specific Field. If Field is selected, choose the field to display the error below.
- Save your changes.