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.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Validation rules.

3. Click Add rule. 

4. Click on Manual entry. 

5. Name your validation rule.

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

7. Toggle on This rule is active.

8. Select Customers in the Record type drop-down list.

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

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

    
    For the network locations only

record.InvoicingBusiness.RootLocation <> null

For the network and subnetwork locations

record.InvoicingBusiness.RootLocation <> null OR record.InvoicingBusiness.RootLocation.RootLocation <> null

11. 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.