Prevent invalid entries in forms using Form Field Validations

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)

Email

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.

 

 


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