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Control Data Integrity with Validation Rules
Ensure that your article content is compliant with your company standards. Create validation rules for each article type to check whether required fields have the appropriate values based on the article’s status.
Required Editions
| Available in Salesforce Classic and Lightning Experience. View supported editions. |
| User Permissions Needed | |
|---|---|
| To create or edit validation rules for article types: | Customize Application AND Manage Salesforce Knowledge |
- From Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.
- Click the article type.
- Scroll down to the Validation Rules related list or click the Validation Rules link at the top of the page.
- To create a validation rule, click New. To edit an existing rule, click Edit.
- Name the rule.
- Make the rule active.
- Optionally, describe what you want to control on articles of this type.
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Specify an error condition formula and a corresponding error message.
The error condition is written as a Boolean formula expression that returns true or false. When true, the article is not saved, and an error message displays. The author can correct the error and try again. Knowledge article errors always display at the top of the page, not next to the field. Write your errors descriptively so that authors know how to satisfy the validation rule. For example, identify which field is causing the error.
- Click Save.
When creating validation rules on article types, consider the following limitations and functionality changes.
- If an article type page layout doesn’t include a field with a validation rule, you can’t create or edit an article of that article type. Make sure all page layouts assigned to the article type by profile include all fields with validation rules.
- The Article Currency field and the VLOOKUP function don’t support validation rules.
- When importing articles, if the import data file has a valid article with an invalid translation, the translation is created, but its translated content isn’t imported.
- Only the first validation rule error displays at the top of the page and in the import article log. If multiple errors exist but are not fixed, they are displayed on subsequent saves or imports.
- In the API, KA fields, such as Case Association Count and Archived Date, don’t support validation rules. Only KAV (article version) fields are supported in validation rules.
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