FAQs: Validation Rules
How to create validation rules?
To create a validation rule in Zoho Desk, follow the steps given below:
- Go to Setup > Customization > Layouts and Fields > Validation Rules.
- In the Validation Rules page, select the required module and the department from the drop-down menu.
- Click Create Rule.
- In the Create Validation Rule page, do the following: select a layout and the field to be validated.
- Click Add Option to define the primary condition to initiate the rule
- Specify the required criteria to be validated and click Next.
- In the Alert message field, enter the alert message to be displayed if the value entered in the primary field doesn't match the specified criteria.
- Hover on the Secondary Condition and click the Edit icon if you want to create multiple conditions.
- Click the + icon to add multiple secondary conditions and click Done.
- Click Add another option to add another primary field to be validated and enter the alert messages as required.
- Select the Apply to Help Center checkbox to validate tickets submitted through the help center.
- Click Save once the required fields are added in the validation rule.
What is Regex and how to use it?
Regex is a pattern-matching language that is used to match and search text based on specific patterns or rules. With this new functionality, you can create rules that require specific patterns to be followed in input fields, such as phone numbers, email addresses, and more. This not only helps ensure accurate data collection but also saves time and effort in the data processing.
Benefits of using regex include:
- Increased Efficiency: Regex can help you find specific patterns in large datasets more quickly.
- Improved precision: Regex empowers you to define your search criteria precisely, minimizing the risk of missing or misinterpreting data.
- Great Reusability: The created regex pattern can be reused in different contexts.
There are three comparator provided for Regex :
- Matches Regex
- Not Matches Regex
- Contains Regex
How can I create a rule to ensure that only numerical digits are allowed in an account number field?
In specific business situations, such as online payments or banking, agents may need to enter numbers into the account number field. To ensure accuracy, a validation rule can be implemented: if the account number contains any characters other than numbers, an alert message should be displayed.
You can create a validation rule in the following format:
- Navigate to Setup > Customization > Layouts and Fields > Validation Rules.
- In the Validation Rules page, select the required module and the department from the drop-down menu.
- Click Create Rule.
- In the Create Validation Rule page, do the following:
Select a layout and the Account Number field, click Add Option to define the primary condition to initiate the rule. - Specify the required criteria to be validated as Account Number Not Matches Regex and the pattern as Numbers Only, then click Next.
Note: You can edit the pattern according to your requirements. - In the Alert message field, enter the alert message to be displayed if the value entered in the primary field doesn't match the specified criteria.
- Hover on the Secondary Condition and click the Edit icon if you want to create multiple conditions and click Done.
Is it possible to create more than one Validation rule for the same Primary field?
The Validation rule in Zoho Desk ensures that the information provided by the customers are in a specific criteria or pattern. Validation rules could be added for any modules and departments in an organization. An error is displayed when the information doesn't match the requirements.
A field in a layout for which you want to create a specific rule is called a primary field.
For example, if you want the account number field in a banking layout to have a specific rule that the account number should have only numeric values, then the Account number field is considered as the Primary field.
The first step of configuring a Validation Rule is to select a Primary field.
Once the primary field is selected and the required validation rule is added, the primary field becomes the foundation of the rule.
It is not possible to create more than one Validation rule for the same Primary field, as it could overlap the other rule.
Is mass update possible for a field that is a part of the validation rule?
If a field, such asResolution Time, is a part of the validation rule, it cannot be updated as a part of the mass update option as it could result in the failure of the rule.
Validation rules are layout specific. Assume that the Account number field is reused in multiple layouts. The expectation or the requirement of this field in each layout could be different.
When you do a mass update, there could be 100 tickets with the same field, out of which 10 is from Layout 1, 50 from Layout 2, and 40 from Layout 3. At this stage, the same field cannot be validated for all three layouts. This could result in failure of the rule.
Is it possible to select the current date in the date field using a validation rule?
Relative dates are not possible for the time being. We will make an announcement post if the feature is developed in the future.
Is there any word limit for the Alert message entered in the validation rule?
The maximum character limit is 150 for the alert message.
What is the purpose of adding Matches Regex as a validation criteria and providing an alert message?
Assume you want the customers to fill out the SWIFT/BIC code of their bank account. Swift Code is an 8-11 alphanumeric character code structured in a standard format from left to right as: Bank code (four letters abbreviating the bank's name) Country code (two letters representing the country) Location code (two letters or numbers for the bank's head office).
If you do not want any other structure and if there is a possibility that the order could be changed, something like Country code, Bank code, and Location code, you can add this custom pattern and select the criteria as Not matches Regex. So if the entered value matches the pattern you have provided, then an alert message could be displayed that it is an incorrect format.
How do I validate the values entered in other fields along with the primary field?
The Validation rule in Zoho Desk ensures that the information provided by the customers is in a specific criteria or pattern. Validation rules can be added for any modules and departments in an organization. An error is displayed when the information doesn't match the requirements.
A validation rule validates the input given in a single field. That field is known as the primary field.
The primary field's validation can depend on the inputs given in other fields of the form.
Is it possible to create a custom pattern in Regex or can we only choose from the Regex Gallery in Zoho Desk?
Yes, you can create a custom Regex pattern in Zoho Desk.
Note: Regex is only supported in primary condition for the time being.
Follow the steps given below to add a custom Regex pattern:
- Navigate to Setup > Customization > Layouts and Fields > Validation Rules.
- In the Validation Rules page, select the required module and the department from the drop-down menu.
- Click Create Rule.
- In the Create Validation Rule page, do the following: select a layout and a field.
- Click Add Option to define the primary condition to initiate the rule.
- Specify the required field to be validated.
- In the validation field, select Matches Regex, or Not Matches Regex, or Contains Regex.
- In the Custom Pattern text box, enter the pattern you want to validate. It could be a combination of alphanumeric characters.
- Once you enter the custom pattern, click Done and click Save.
How to use the validation rule for the data entered in the help center?
While creating a validation rule, you can see the Apply to Help Center option at the bottom of the page.
If a user is raising a ticket from the help center, and you want the entered data to be validated, then select the Apply to Help Center checkbox.
The criteria provided in the validation rule will be validated in the tickets submitted from the Help Center as well.
The criteria provided in the validation rule will be validated in the tickets submitted from the Help Center as well.
Is it possible to filter/select the layout and the validation rule based on the layouts?
Yes, in the validation rules page, you can select the Modules and Departments from the top.
Whereas, you can also filter the available rules based on their layout.
Whereas, you can also filter the available rules based on their layout.
To do that,
- Navigate to Setup > Customization > Layouts and Fields > Validation Rules.
- In the Validation Rules page, select the required module and the department from the drop-down menu.
- From the list of available rules, select the All Layouts drop-down and choose the required layout.
The rules created in the specific module, department, and layout are displayed.
Can I delete a validation rule?
Yes, it is possible to delete a validation rule. Here is how you can do it:
- Navigate to Setup > Customization > Layouts and Fields > Validation Rules.
- In the Validation Rules page, click the delete icon corresponding to the validation rule.
- Click Yes, Delete from the pop-up to proceed with the deletion.
Please note that the validation rule, along with the criteria and alert messages, will be deleted, and it cannot be retrieved once deleted.
Is there any word or letter limitation to the values we provide while adding a secondary condition for the fields that don't have fixed inputs/drop-down?
The maximum character limit is 1000 for the values entered in the criteria pattern.
Can I add multiple secondary conditions?
Yes, you can add five secondary conditions per parent condition and five criteria per secondary condition. The alert message can be defined for each secondary condition and its criteria.
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