Introduction to Validation Rules Follow

Salesmate now allows you to create custom validation rules to ensure the accuracy and consistency of the data entered in your records. These rules automatically check if the entered data meets your predefined conditions before allowing the record to be saved or updated. Whether it’s ensuring fields are filled out correctly or preventing invalid entries, validation rules give you more control over your data quality, helping businesses reduce errors and save time on manual corrections.

Topics Covered:

• When and Where Validation Rules Apply
• Fields Excluded from Validation Rules
• Exceptions to Validation Rules
• Error Handling
• Quick Links

When and Where Validation Rules Apply:

Validation rules are applied in several record creation forms, including:

• Record Create & Quick Create
• Edit & Quick Edit
• Inline Edit in List View & Widgets
• API Calls

Fields Excluded from Validation Rules

Validation rules can be applied to all editable fields. They don’t apply to the following field types:

• Lookup Fields
• Formula & Calculated Fields
• Image Uploads
• Long Text Fields
• Multi-select Fields
• Activity Module Fields (like Start Date, End Date, Duration)
• Smart Fields

Exceptions to Validation Rules

Validation rules won’t apply in certain cases, such as:

• Bulk Updates
• Record Merges
• Smart Flows, Automation Joueneys, and Workflows
• Webforms & Meeting Schedulers
• Updating Secondary Fields that are Part of a Rule

Error Handling

• If a record fails to pass validation, the system will display an error message, and the record cannot be saved until the issue is resolved.

Quick Links

• Create Validation Rules: You can set up your own rules to ensure the data entered in the fields meets specific criteria.
• Configure Validation Rules: Easily configure and define the conditions that need to be met for data entry.
• Regex Conditions: You can also use regular expressions (Regex) to create more complex and flexible validation rules.
• Edit and Delete Validation Rules: You can make changes to existing rules or delete them when needed.
• Validation Rule Listing: The view and management of all your validation rules are available in a simple list.