Implement Regex in Layout and Validation rules - Zoho Desk

Implement Regex in Layout and Validation rules - Zoho Desk

Hello all,

 

We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms.

What is Regex? 

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.

 

Here are some of the benefits of using regex

  1. Increased Efficiency: Using Regex can save you more time when searching for specific patterns in a large amount of data.
  2. Improved accuracy: Regex allows you to specify exactly what you are looking for, reducing the possibility of missing or misidentifying the data.
  3. Great Reusability: Once you have created a regex pattern, you can reuse the same pattern in different contexts.

Regex in layout rules

By using regex in layout rules, you can now define a pattern for a primary field value and determine how the data should be formatted. This can be useful in determining the form behavior based on the format of the data given and eliminates the need to create several multiple criteria. 

 

For example, let's say you have a checkout form layout where users can enter their credit card information. One of the fields is for the credit card number, which must be a valid 16-digit number. You want to display a second field for the user's card expiration date only if they have entered a valid credit card number. 

 

In such a case, you can create a layout rule using the regex criteria (Such as Card number + Matches Regex + Credit Card Number). This would check whether the user's input for the credit card number field matches the regex pattern. If it does, it would then display the expiration date field. 







Regex in validation rules 

By using regex in validation rules, you can ensure that an end user's input matches a specific format, and reject any input that does not match this pattern. This can be useful in ensuring that only valid input is accepted and preventing errors or security vulnerabilities that could result from accepting invalid input. For example, you can create a validation rule using regex to validate whether an end user enters an email address in a specific format.


 

While defining the Regex criteria, you can either manually create a custom regex pattern or choose a desired pattern from the regex gallery.


 

To know more about the full potential and detailed implementation steps of Regex, refer to our help article -> Regex in Layout and Validation Rules.

 

The introduction of Regex in our platform expands the capabilities of our layout and validation rules and opens up new possibilities for customizing forms. 

 

We welcome all our users to tryout this new functionality and provide us with feedback on your experience. As always, we strive to improve our platform continually and provide our users with the best possible experience.

 

Thank you for your continued support!

 

Have a great day!

Regards,

Varsha P | Zoho Desk - User education



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Using Agent Email Address as From Address

            Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
          • Edit and Delete options in Comments

            A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
          • Webinar 2: Supercharged customer support for growing business

            Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
          • Customize Colors of your Customer Self Service Portal

            You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
          • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

            In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ










                                ご検討中の方

                                  • Recent Topics

                                  • How To Change Open Activities View in Canvas?

                                    Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What
                                  • Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

                                    Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.
                                  • Multicolumns fields for native forms

                                    It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.
                                  • Customize Thank You message for native forms

                                    While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.
                                  • Customize forms validation for native forms

                                    I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields
                                  • Assign values to hidden fields in native forms

                                    It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,
                                  • Mass emails - Allow preview of which emails will receive the email based on the criteria

                                    Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great
                                  • Introducing Assemblies and Kits in Zoho Inventory

                                    Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                  • Add picklist in subform lookup

                                    Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
                                  • Zoho Books | Product updates | May 2025

                                    Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
                                  • Restricting Printing

                                    Hi Is it possible to stop users printing documents?
                                  • Delete a department or category

                                    How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
                                  • Ticket layout based on field or contact

                                    Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
                                  • Presenting the brand new Zoho Bookings!

                                    Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
                                  • Zoho RPA is now available in your Zoho One bundle!

                                    Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho
                                  • Looking for basic script structure course

                                    Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"
                                  • How to let only account-bound products visible to users

                                    Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible
                                  • Canvas Detail View Related List Sorting

                                    Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
                                  • RTL Support on iPad

                                    hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no
                                  • Sites Speed and Performance Grades

                                    I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
                                  • Set up multiple IMAP email addresses

                                    Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
                                  • No sync

                                    I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version
                                  • Validating an order by a superior

                                    Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments
                                  • Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

                                    I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
                                  • Dark mode

                                    Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
                                  • Quick Create needs Client Script support

                                    As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                  • Backstage Roadmap to Most Requested Features

                                    Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions
                                  • Assign existing general timelog to a task

                                    Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
                                  • "Error while processing" when I try to send an e-mail

                                    Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?
                                  • E-Mail auto-complete for deleted contacts

                                    I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
                                  • Zoho Payroll: Product Updates for India - May 2025

                                    This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
                                  • How to validate Rich Text in Zoho Creator! Urgent!

                                    Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
                                  • Public send to group address?

                                    Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!
                                  • [Webinar] Zoho Writer for the manufacturing industry

                                    Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
                                  • Page HTML to PDF

                                    Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.
                                  • What to Add in the Redirect URIs for Zoho Books Integration with Make.com

                                    I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
                                  • Allowing workflows to execute as an admin

                                    Workflows currently seem to execute with the permissions of the logged in user. This is a problem for most of the forms we have where we have hidden fields that perform business logic. If we restrict the permissions of these fields so users can't view
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                    I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                  • Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

                                    Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part
                                  • Next Page