Hi All, is there a way to prevent users from creating a new record when the record is in closed status? I tried a validation rule but it is not triggering.

like
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Deactivate the user. This will prevent them from creating a new record when the record is in closed status.

Please choose best answer if this solved your problem 🙏

funnylikesmart

Try using previous value in your formula, and check the previous value was closed

like

Thank you!!

You haven’t provided enough information for any of us to help you here.

like

Thank you so much this is what I was missing!

likeuplifting

Did you mean “updating” not creating?

like

Ok so use the various dynamic tools available at lightning record page level (dynamic related list, actions, form) to control this. Validation rule can be written but not the best solution UX wise

I think you need more details and there's a ton of resources on Google to help. Just off the top of my head, are we talking about a child object? If not you could try using dynamic actions to hide the create button on the lightning page based upon a field status.

Also could do this via apex for this scenario

like

Yes I’m talking about a child object!

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