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Configuring Entity Validation Rules

    CONFIGURING ENTITY VALIDATION RULES

    Administrators can configure validation rules to ensure information entered into fields are correctly formatted. A validation rule contains a formula that the entered information is tested against. If the formula results with a 'true' value, a validation error message will appear.

    Requirements

    To create validation rules, users must have the following permissions:

    • Administrator System Role

    TO CREATE OR CONFIGURE A VALIDATION RULE FOR AN ENTITY:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity for which you want to add or configure a validation rule.
    3. Select the Validation tab.
    4. If you want to create a validation rule, click New.
      If you want to configure a validation rule, click the validation rule and then click Edit.
    5. Configure the following fields:
      • Name: Enter a name for the validation rule.
      • Entity: Select the Entity for which you want to add the validation rule.
      • Active: Check the box to activate the validation rule.
      • Description: This field is optional. Add a description of the validation rule.
      • Condition Formula: Enter the validation rule formula. See Functions.
      • Error Message: Enter the error message that will be displayed when there is a validation error.
      • Field: Select the field for which you want to add a validation rule.
    6. Click Save.

    SEE ALSO


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