Prevent invalid entries in forms using Form Field Validations
Greetings,
Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations.
Imagine a phone number entered as random text, an email address missing its domain, or a date field filled with past dates—errors that can cause significant issues. Incorrect submissions can waste time, delay CRM workflows, and result in problems like missed follow-ups, inaccurate records, and complications in processing deals or payments due to invalid contact information.
That's why we're excited to introduce form field validations. This enhancement enables you to set specific rules for each field in your forms and ensure that it only accepts correctly formatted data. By preventing errors right at the point of entry, you'll maintain higher data quality, reduce manual corrections, and keep your operations running smoothly.
To add field validations to forms, navigate to Setup > Forms > Create Form/Existing Form. Hover over the field you want to validate, click the settings icon next to it, and configure your validations.
Field validation options
Here's a quick overview of the validation criteria available for different field types:
Field type | Validation options |
Single line | Set minimum character limit |
Set maximum character limit | |
Restrict numbers | |
Multi-line | Set minimum character limit |
Set maximum character limit | |
Restrict numbers | |
Multi-picklist | Minimum options limit |
Maximum options limit | |
Number, decimal, percent, long | Value range limit (min, max) |
Date, Ddate and Ttime | Restrict Ppast Ddates |
Restrict Ffuture Ddates | |
Set Ddate Rrange | |
Currency | Value limit (min, max) |
Restrict specific domains | |
Allow specific domains | |
Phone | Show country code |
Default country code | |
Restrict alphabet |
This feature empowers you to prevent submission errors at the source, which saves time and effort while maintaining high-quality data.
To learn more about forms, please refer to this help document.