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

        • 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.

        • Function #4: Schedule Customer Statements

          Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

        • Limiting search or dependencies with an asterisk "*".

          I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

        • Cross Data Center Support for 1:1 Chats with External Users

          Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

        • Support Bots and Automations in External Channels

          Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

        • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

          Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or

        • Regex in Zoho Mail custom filters is not supported - but it works!

          I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

        • Importing a new list into campaigns

          I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

        • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

          when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

        • Showing description in timesheet and timelogs.

          I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full

        • How can I see content of system generated mails from zBooks?

          System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

        • CRM Blueprint Notification by Cliq

          Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs

        • Zoho People Attendance Regularization – Wrong Total Hours Displayed

          While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

        • Sync Contacts in iOS

          What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

        • Live webinar: Craft the ideal sales pitch deck with Show

          Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

        • Project Statuses

          Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

        • 👋 Welcome to the Zoho MCP Community

          Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

        • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

          Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

        • DNS Manager

          Where Can I find my DNS manager so I can link this to click funnels or AWEBER

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • How do I sync multiple Google calendars?

          I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

        • Need to extract date from datetime field

          I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

        • How to Hide Article Links in SalesIQ Answer Bot Responses

          I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

        • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

          Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

        • additional accounts

          If I brought 5 emails to my account. Can I later buy additional emails.

        • Issue in Zoho People Regularization – Incorrect Hour Calculation

          I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

        • Why I am unable to configure Zoho Voice with my Zoho CRM account?

          I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

        • Issue with Hour Calculation in Zoho People Attendance Module

          I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

        • Cliq Meeting Calls No Audio and Screen Share

          When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

        • Bug in Total Hour Calculation in Regularization for past dates

          There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

        • Work anniversary and birthdays on connect

          Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

        • Alias Email Id already exists

          Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav

        • Feature Request: Ability to Set a Custom List View as Default for All Users

          Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

        • Adding Multiple Products (Package) to a Quote

          I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

        • webinar registration confirmation are landing in SPMA folders

          I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

        • Delegates should be able to delete expenses

          I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

        • Add Save button to Expense form

          A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

        • Multiple organizations under Zoho One

          Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • Next Page