Allow Record Owner to Change Ownership

[jill]

Hoping someone has a solution to this:

 

I have a contacts file for my sales reps. I would like to allow only the sales rep for the record (or administrator) to be able to change the Sales Rep field. (Only allow the current rep for the contact to change the record so another rep is listed as the owner of the contact).

 

I tried setting up a validation for the Sales Rep field which checked via a calculation if the Get AccountName=Record Owner, then allowed them to make the edit. I had the Record Owner field a calculation which equaled the Sales Rep field.

 

It worked, except once the Record Owner switched over to the new name put in the Sales Rep, then a validation warning appears because it still looks at the Record Owner as the previous value, not the new value. It requires you to revert the field back to the original Sales Rep.

 

How can I make this validation work and also get the Record Owner field to reflect the new value in Sales Rep?

 

Thank you.

 

 

[Fitch]

You could use a script, either triggered or via button click.