Introducing new options for more flexible validation rules in CRM

Introducing new options for more flexible validation rules in CRM

Notes
Editions:  Professional and above
DCs: All
Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs.

[Update | 26 Sep 2024] This enhancement has been released to all users in all DCs.

Help doc: Working with validation rules

Hello everyone,

You can configure validation rules to alert users of mistakes and prevent incorrect data from being submitted. They are useful in situations like the following:
  • Preventing a form from being saved if the social security number doesn't contain nine characters.
  • Validating an IBAN number against the specified format.

We've added new configuration options to validation rules for increased flexibility. With these options, you can:
  • Quickly validate individual fields
  • Allow the record to be saved with an alert
  • Decide where the error messages will be displayed.
Let's look at them one by one.

Quickly validate individual fields


Fields were previously validated only upon clicking the save button. To validate fields as you filled out a form, you had to:
  • Ensure that the mandatory fields were filled
  • Click the save button to validate a field.
Each click of the save button triggers the execution of all validation rules, displaying error messages throughout the form.

Now, we've added a new option: "Field verify and save". Users may need to quickly validate an important field before they proceed to other fields. In such cases, they can pick Field verify and save for validating those important fields.



Validation will take place when you click the "Verify" button next to the field and when saving the record. This speeds up field verification by allowing you to click a button right next to the filled field and executing only that field's validation rule.

This is available for both validation rules based on criteria and those that use functions.

Notes
[Updated on 23 Jan 2025] The field verify and save option is not available in:

Allow the record to be saved with an alert

Let's say that you have a company policy that prohibits discounts exceeding 15%, and that your sales reps are encouraged to avoid offering discounts over 10%.

The challenge lies in not allowing values above 15% at all, while also permitting values above 10% but reminding sales reps that discounts above 10% are not ideal.

You can manage situations like this by setting the validation preference as:
  • Stop with error (prevents the saving of the record)
  • Allow by alert (allows the saving of the record after getting confirmation from the user)


When you choose to stop with an error, the record will not be saved with the entered value. This feature is beneficial for completely blocking the input of inaccurate data. Before this enhancement, this was the default behavior of all validation rules.



With this enhancement, we've added the allow by alert option to remind users to verify the data before saving it. This enables them to save a record after being reminded of the policy and confirming that they understand it, which is useful when the entered value isn't optimal and you want to ensure the user has not made an error.



You can set this preference independently for each condition in your validation rule.
Notes
This option is available for validation rules using criteria where the validation happens on Save only.

Decide where the error messages will be displayed

Additionally, you can select where error messages will appear for a specific condition in a validation rule.



If a field's value is not related to another field, it's best to display the error near the field itself. This enables users to quickly identify and correct any mistakes. Therefore, you should select the on primary field option for these scenarios. Previously, all error messages were displayed in this manner.



In complex and data-intensive forms, validation errors may occur due to inter-dependencies between the values entered in different fields. In these cases, consolidating these validation errors in one place can help users resolve these issues more efficiently. With this enhancement, you can choose the top of page option in such scenarios.



You can set the error location separately for each condition in your validation rule.
Notes
This option is available for validation rules using criteria where the validation happens on Save only. It will be available in all conditions where the validation preference is Stop with error.

In addition to the above changes, you can now create validation rules for lookup fields as well.

Do share your feedback in the comments section below!



        • Recent Topics

        • Collaps Notes

          There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

        • Zoho Down

          I have a drop in my Zoho One services.

        • Runing RPA Agents on Headless Windows 11 Machines

          Has anyone tried this? Anything to be aware of regarding screen resolution?

        • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

          Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

        • Why am I getting event Pop-up Notification for events that have been cancelled?

          Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

        • Create a draft in reply to an email via Emails API

          Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

        • India Tech Support

          Is there no phone tech support number for India? And no chat facility either?

        • Billing Management: #1 Billing a Universal Business Routine

          Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

        • Show/ hide specific field based on user

          Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

        • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

          No idea what this is. Can't see what it is explained anywhere.

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

        • Zoho Calendar not syncing correctly with personal Google Calendar

          Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • need a packing list feature

          In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

        • Workdrive 5.0 / API Documentation Workflows

          Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

        • How many ZOHO-Sites does the ZOHO-One Suite allow for?

          The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

        • Webhook from Zobot to Zoho Flow fails

          I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

        • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

          Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

        • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

          I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

        • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

          Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

        • Insert auto number from main form into subform rows

          Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

        • Integrate Bunq with ZOHO Bookes

          We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

        • Access Denied

          I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

        • Using Zoho Desk to support ISMS process

          Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

        • Bin Locations

          Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

        • TaxJar vs Avalara

          Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

        • How to check Leads with no Task (open activity)

          Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

        • What can we do on our end to improve the Answer bot answers?

          Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

        • Taxes for EU B2B Transactions

          Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

        • How to upload file to Connect using API?

          Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

        • Group Tax in Service Line Items

          Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

        • FSM Improvement Idea - Show an Import button when there is no data

          I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

          I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

        • Access token generate from the refresh token not working for API

          Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

        • Next Page