Creating Validation Rules
  • 08 Aug 2022
  • 1 Minute to read
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Creating Validation Rules

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You can easily create validation rules from scratch with the help of the available formula functions.

You can create validation rules for the following records:

  • Bookings 
  • Contracts 
  • Customers 
  • Invoices
  • Product sales 
  • Proposal contracts
  • Visitors

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Settings > Validation rules.

  3. Click Add rules.

  4. Click Manual entry.

  5. Name your rule.

  6. Add a Description of the rule.

  7. Enable the This rule is active toggle.

  8. Select a Record type.

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

  10. Add your Formula.

  11. Click the Save Changes button.

All set! Your validation rule is now active. You can easily test it by trying to perform the action your rule is meant to prevent. If it is working as intended, you should receive the error message you've defined when creating the rule.

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