Prevent new contracts in network locations
  • 28 Sep 2022
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Prevent new contracts in network locations

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This rule prevents admins from creating contracts if you select a network location as the contract's location.

  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 Contracts in the Record type.

  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
  1. Click the Save Changes button.

All done! We recommend you test your validation rule by trying to create a new contract, selecting your network location in the contract's Location field. If you get the error message you've defined, your rule is ready to go!

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