Prevent plan signups if the plan is from a different location

This validation rule helps you prevent plan signups in your current location if the plan used to create the contract is from another location within your network.

It is particularly useful if you name plans in the exact same way across locations and don't want admins to mistakenly create a contract with a plan from the wrong location.

For example, you have Location A and Location B with identical plans. This validation rule prevents the sale of plans from Location A in Location B and vice versa.

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 Contracts under Record type.

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

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

record.IssuedBy.Id = record.Tariff.Id

11. Click the Save Changes button.

All done. Create a dummy contract, selecting a plan from another location to test your rule. If the rule is working as expected you should see your error message as you save your changes.