ZOHO CRM – Validation Rules

By April 29, 2018No Comments

Another new feature in 2018 is the ability to set up validation rules for individual fields and customize the error message.  Lets take a number field for example, say you want to restrict the value of the field to less than 90 – here’s how to do it:

  • Setup->Customization->Modules and Fields
  • Click the module your number field is in
  • click the Validation Rules Tab
  • Click the Blue Create Validation Rule button
  • Select the field and choose the rule, in our case Demo Number is greater than 90, then click Next:


  • Lastly – enter your error message in our case “Please enter a value less than 90”:


Now when your users try to enter a value outside of the set range this happens:

Suzanne Kirkland

Author Suzanne Kirkland

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