This validation rule prevents customers from placing a booking unless they have added notes. Admins can still book for customers without adding notes.
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Log in to dashboard.nexudus.com if you aren't already.
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Click Settings > Validation rules.
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Click Add rule.
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Click on Manual entry.
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Name your validation rule.
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Add a Description for your rule to let other admins know what it does at a glance.
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Toggle on This rule is active.
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Select Bookings under the Record type drop-down list.
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Add the Error message to display if the validation rule is not met.
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Add the following code snippet to the Formula field.
record.Coworker = null OR record.Notes <> null
Use the following snippet instead:
record.Notes <> null
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 trying to book a resource without adding any notes. You should see your error message if the rule is working as expected.