Implement Regex in Layout and Validation rules

Implement Regex in Layout and Validation rules

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


    • Sticky Posts

    • 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

    • 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

    • Recent Topics

    • Login verification emails never received.

      I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

    • CRM: hosting a single html file in Zoho and displaying it as a widget

      I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

    • Global lists for Multi select

      It would be great if I could select a global list to use for a multi select dropdown filed.

    • Hotmail is blocking the zoho mail IP

      Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

    • Yahoo is rejecting e-mails sent from a Zoho server

      Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

    • Yahoo blocks e-mail sent from Zoho servers

      Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

    • Working with dates and Function Field

      Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

      Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

    • Unusual activity detected from this IP. Please try again after some time

      When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

    • temporary system errorlouis

      J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

    • How to Cancel/Delete Queued Mail Merge?

      Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

    • Need to add a new admin for my domain

      Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

    • Possible Fraud Site.

      Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

    • Zoho mail to Teaminbox

      Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

    • Crear tarea CRM con recordatorio desde Zoho Flow

      Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

      Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

    • Customizing Global Search Settings for All Users

      Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

    • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

      Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

    • Marketers' Space: The importance of warming up your sender domain

      Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Search Just Got Smarter in Notebook

      Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

    • Zoho Desk app update - AI Integration for IM Chats

      Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

    • Open A.I assistant Connect with Zoho Desk instant Message Conversations

      I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

    • Cannot upgrade subscription plan due to payment error message

      Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • Zoho Desk app update: AI powered features

      Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

    • Bulk update Archived Ticket

      Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

    • Channel Configuration and Default Channels

      There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • Keep Converted Leads

      How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

    • Support www.camcard.com

      Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Can't make a document editable to anyone

      Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings

    • Edit Default Print

      What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).

    • Widget shows error

      Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

    • How to print envelope labels from Zoho CRM

      Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

    • Data Import: New interface, improved field mapping, and more

      Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

    • Next Page