Create Validation Rules

Validation rules verify that data entered by a user meets the criteria you specify before the record can be saved. It can also prevent users from editing records that meet certain criteria, such as when a Disbursement is considered Paid.

1. Click , then click Setup.

2. Click Object Manager.

3. Select the object name to create a validation rule for. For example, Disbursement.

4. Click Validation Rules.

5. Click New.

6. Enter a Rule Name.

7. Select Active to activate the rule.

8. Enter a Description.

9. Enter an Error Condition Formula that will trigger an error message if the formula is true. For example, ISPICKVAL(PRIORVALUE(outfunds__Status__c,“Paid”) displays an error if a disbursement is Paid and a user tries to edit the record.

10. Click Check Syntax.

11. Enter an Error Message.

12. Select the Error Location.

13. Click Save.