Zoho CRM Improved Validation Rules
May 2024
Zoho CRM Editions: Professional Edition and Above
Zoho CRM Improved Validation Rules
Zoho have introduced new configuration options to enhance the flexibility of Zoho CRM Validation Rules. With these enhancements, you can:
- Quickly validate individual fields
- Allow the record to be saved with an alert
- Decide where error messages will be displayed
Quickly validate individual fields
Previously, fields were only validated upon clicking the save button. To validate fields as you filled out a form, you had to:
- Ensure mandatory fields were filled
- Click the save button to validate a field
Each save button click triggered the execution of all validation rules, displaying error messages across the form. Now, a new option, "Field verify and save," is available. This allows users to quickly validate important fields by clicking the "Verify" button next to the field, speeding up field verification. Note: This option is not available in certain contexts such as Canvas pages, convert/mass convert pages, etc.
Allow the record to be saved with an alert
You can now choose between "Stop with error" (prevents saving the record) and "Allow by alert" (allows saving after confirmation from the user) for validation preferences. This ensures flexibility in managing scenarios such as enforcing company policies while allowing certain deviations with user confirmation.
Decide where error messages will be displayed
You can select where error messages will appear for specific conditions in a validation rule. Options include displaying errors near the field itself or consolidating them at the top of the page, depending on the complexity of the form and data interdependencies.
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