Customer home location cannot be a network or subnetwork location
  • 21 Sep 2022
  • 1 Minute to read

Customer home location cannot be a network or subnetwork location

This validation rules prevents assigning a network or subnetwork location as the home location of any new or existing customer. It is the easiest way to make sure all your customers are registered in one of your active locations instead of a network or a subnetwork location that you only use as an internal management tool on the Admin Panel.

This rule also applies to new customers signing up through your Members Portal.

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

  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. Enable the This rule is active toggle.

  7. Select Customers in 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.InvoicingBusiness.RootLocation <> null AND record.InvoicingBusiness.RootLocation.RootLocation <> null
  1. Click the Save Changes button.

All done! We recommend you test the rule by trying to assign a network or parent location to a new or existing customer. If the rule works as intended, you should get the error message you defined in the rule.

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