Prepare your org for License Management by configuring custom validation rules for
evaluating the status of HCP licenses.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To create custom formulas:
Life Sciences Commercial Admin permission set
Create a custom formula field by using a checkbox as the formula return type. This
checkbox serves as an automated check to indicate whether the license validation is successful
or not.
From the object management settings for Business License, go to Fields &
Relationships.
Select New.
In Data Type, select Formula, and then click
Next.
Add a field label.
The field name is automatically populated.
In Formula Return Type, select Checkbox and click
Next.
Add a formula for the validation evaluation.
For example, to check if a license is active, select Advanced Formula and then insert
isActive.
To make sure your formula is valid, select Check Syntax, and then
click Next.
Select the profiles the formula is visible to, and click Next.
The page layout is automatically selected. Keep it as is.
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