The field verify and save option is not available in:

• Canvas pages
  
• Convert /mass convert pages
  
• Stage closed popup (that appears when a deal is closed)
  
• Details required popup (that appears when a layout rule is executed for a quick edit in the record detail page), and
  
• Field of lookup popup.
  

Validation type

1. Using criteria: You can easily set up validation rule parameters using a visual builder. Choose the primary condition to activate the rule and the secondary condition to apply it to specific records. You can also customize the error or alert message for each secondary condition.
   
   
2. Using a function: You also have the flexibility to create a validation rule using a function if the previous type doesn't cover your use case. This provides you with complete control over your validation rule, enabling you to implement complex business logic and check data from other applications.
   
   

Note

1. Validation rules that use functions aren't currently compatible with validation preference and error location options.
   
2. You can only set a validation preference for the save only option.
   
3. Error location is only accessible when the validation preference is set to stop with error.
   
4. When the field verify and save mode is enabled, the error message will be displayed near the primary field, and you won't be able to save the record with the entered value.
   

Criteria-based validation rules

The following sections specifically address criteria-based validation rules. In the remainder of this document, when we refer to "validation rules", we're specifically referring to this type of validation rule.

To learn about validation rules using functions, read Create validation rules using functions.

Parts of a validation rule

1. The primary field is the field being validated. In our running example, this would be the Discount field.
   
   
2. During validation, the primary field value is checked against one or more primary conditions. You can specify up to 10 primary conditions, such as "Not between 0 and 15" or "Not between 0 and 10".
   
   
3. You can decide if the primary condition is checked for all records or for subsets of records. Each primary condition can have up to five secondary conditions. For example, we can check whether the Discount (primary field) is less than 15% (primary condition) for deals from the NA and MEA regions (secondary condition). We can have another secondary condition for deals in the EU region. This way, we can validate a field differently based on values in other fields.
   
   
4. Each secondary condition can have one error/alert message. This message content is customizable.
   
   
   
   Multiple error messages may be displayed for a field simultaneously because all primary conditions are checked when the validation rule is executed.
   
   
   
   

Execute rule on

1. You can set unwanted values in the primary condition(s) and specify that an alert should be triggered when the condition is satisfied. For instance, you could define the condition as a discount value exceeding 15 percent (undesirable) and notify the user when the input value fulfills this condition.
   
   
2. Alternatively, you can set desired values in the primary condition(s) and indicate that an alert should be triggered if they are not satisfied. Specify the primary condition as a discount value below 15 percent (preferred) and notify the user if the input value doesn't meet this condition.
   

To create a validation rule

1. Go to Setup > Customization > Modules and Fields.
   
2. Select the module for which you want to create the validation rule.
   
3. In the [Module] page, click the Validation Rules tab.
   
4. Click Create New Validation Rule.
   
5. In the Create Validation Rule pop-up, perform the following actions:
   
1. Select the layout that the field you wish to validate belongs to.
   
2. Select the field to validate.
   
3. Select the validation type as Based on Criteria.
   
4. Select either Save Only or Field Verify and Save for Validate on.
   
   
5. Click Next.
   
6. In the Validation rule editor page, specify the primary condition to initiate the rule. For instance, if you want to validate the discount field to keep out discounts more than 15%, your primary condition will be "Discount > 15%".
   
   
7. Click Done.
   
8. Select an Execute rule option from the dropdown list. In our example, we've defined the undesired value in the primary condition, so we'll select When criteria is met.
   
   
9. Customize the error message according to your needs. In our case, we want to forbid the entry of a discount value greater than 15% for certain regions, so our error message will be, "You cannot provide a discount over 15% for deals from the NA and MEA regions."
   
   
10. Configure the secondary condition. Set the other options like validation preference and error location if available. If you want the error message to be displayed for all records, leave it as-is. If you want to apply it to a subset or create multiple conditions, you'll have to edit it. In our example, we want this error message to be displayed only for deals from the NA and MEA regions. Accordingly, we can do the following:
    
1. Click the More icon and then click Edit.
   
   
2. In the Which records would you like to apply the rule to? pop-up, select Choose based on specific conditions.
   
3. Define the criteria as needed.
   
   
   If you wish, you can drill down to select exactly the records you need by adding more criteria using the + button.
   
   
   
4. Click Done.
   
5. Click + if you want to add another secondary condition and repeat the previous steps to configure it.
   
   
11. Click Add another option to add another primary condition.
    
    
12. A fully completed validation rule will look something like this:
    
    
13. Click Save (at the top-right of your screen). You've successfully created your validation rule.