Admin Manual / Workflow Management / Workflow Setting Example / Validation Rule
Validation Rule

Assume that Contact information requires phone and email.


Module: Contact.

Event: Create or Update.

Condition: Contact information requires phone and email information.

Action: Validates rule and shows error message “Contact Information requires phone and email”.


Follow the steps below:

  1. Navigate to Workflow Homepage and select module Contact.
  2. Click Create Workflow.
  3. Name your workflow and execute order.
  4. Select Create or Update for Record Event.
  5. Set conditions: Phone is empty or Email is empty.
  6. Set filter logic: 1 OR 2

  1. Click on Actions tab and click on create action
  2. Select Validation Rule for Action Type.
  3. In the Error Message text box, enter “Contact Information require phone and email”.

 10. Click Save.

The above example shows how to use validation rule to create error message when users do not provide Phone and Email.


Last modified on Jun 18, 2018