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 CreateEdit & Quick EditInline Edit in List View & WidgetsAPI CallsFields Excluded from Validation Rules
Validation rules can be applied to all editable fields. They don’t apply to the following field types: Lookup FieldsFormula & Calculated FieldsImage UploadsLong Text FieldsMulti-select FieldsActivity Module Fields (like Start Date, End Date, Duration)Smart FieldsExceptions to Validation Rules
Validation rules won’t apply in certain cases, such as: Bulk UpdatesRecord MergesSmart Flows, Automation Joueneys, and WorkflowsWebforms & Meeting SchedulersUpdating Secondary Fields that are Part of a RuleError 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.