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    Bookings must have notes
    • 28 Nov 2022
    • 1 Minute to read
    Contents

    Bookings must have notes

    • Updated on 28 Nov 2022
    • 1 Minute to read
    Article Summary

    This validation rule prevents customers from placing a booking, unless they have added notes. Admins can still book for customers without having to add notes.

    2. Click Add rule. 

    3. Click on Manual entry. 

    4. Name your validation rule.

    5. Add a Description for your rule to let other admins know what it does at a glance.

    6. Toggle on This rule is active.

    7. Select Bookings under the Record type drop-down list.

    8. Add the Error message to display if the validation rule is not met.

    9. Add the following code snippet to the Formula field.

    record.Coworker = null OR record.Notes <> null
    Want to also prevent admin from placing bookings without any notes on the Admin Panel?

    Use the following snippet instead:

    record.Notes <> null

    1. Click the Save Changes button.

    All done! We recommend testing the validation rule by logging in to the Members Portal with a dummy customer account and try to book a resource without adding any notes. You should see your error message if the rule is working as expected.

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