How to Create a Validation Rule in Remedyforce to Require the User to Select an Account

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    This document contains official content from the BMC Software Knowledge Base. It is automatically updated when the knowledge article is modified.


    PRODUCT:

    Remedyforce Service Desk



    QUESTION:

    How to Create a Validation Rule in Remedyforce to Require the User to Select an Account


    ANSWER:

    Creating a Validation Rule to Require an Account be Selected when Creating and Incident:
    1. Go to Setup | Click Create | Objects
    2. Select Incident | Click Validation Rules | Click New
    3. Create a validation rule with the following conditions:

    ISBlank(BMCServiceDesk__FKAccount__c) &&
    $User.BMCServiceDesk__IsStaffUser__c = TRUE && 
    NOT(ISPICKVAL(BMCServiceDesk__contactType__c, "Mail Listen") || 
    ISPICKVAL(BMCServiceDesk__contactType__c, "Self Service"))


    NOTE: The above rule is more complex than the rule in the video.   The rule in the video is the basics of how to create a validation rule.   The above rule forces only Remedyforce Staff to select an account, but does not require an account for Incidents created from Self Service or via Mail Listen. 




    Article Number:

    000161434


    Article Type:

    FAQ/Procedural



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