Intelligent field: Pipeliner validation Rules
September 22, 2016 11:33
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With each release of Pipeliner CRM, we update the customization capabilities within the Pipeliner CRM Template Designer to continuously give you more ways to customize CRM according to your business needs. This time, we looked deeper into the validation rules. With Pipeliner CRM Arithmetica, you can now improve the quality of your data by using custom field validation rules. Keep reading:
Pipeliner CRM Validation Rules
Pipeliner CRM enables you to create validation rules for fields in entity forms such as sales opportunity, lead, account and contact. Before we go deeper into the setup of validation rules, we will first define the term for you:
- A validation rule verifies that the data a user enters in a record meets the standards you specify before the user can save the record. You cannot save the form unless the user fills in the field with the correct information.
- A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. You can set up a formula--for example one which validates another field on the form.
- A validation rule includes the error message to display to the user when the rule returns a value of “True” due to an invalid value. You are able to word the error message in such a way as to guide users to what they need to do.
There are plenty of examples of using validation rules. Within the following next steps we will show you how to set up the validation rule in a simple example.
How to Set Up a Validation Rule in Pipeliner CRM
Example: Validate the opportunity value. If the opportunity value is higher than $10.000,00, Nikolaus needs to approve it. Otherwise, the sales rep is free to close the deal without approval. In order to set up the validation rule, you need to be a Pipeliner admin. If you have the rights, here is how it is done:
You can set up the validation rules as you need for your business. Below we have included a "cheat-sheet" for the validation rules which you can utilize as you go. However, if you need our help, do not hesitate to contact support.
A cheat-sheet for validation rules
Here is the cheat-sheet that defines the various terms you can use within the formula, along with their functions:
Fig 1. List of the functions you can use within Pipeliner CRM.
Fig 2. List of the operators you can use within Pipeliner CRM.
Pipeliner CRM Template Designer: It Really Is Your CRM
With the Pipeliner Template Designer, you can pick a form design, easily drag and drop fields, set up columns, name and customize fields, and perform other necessary functions to make Pipeliner your company-specific CRM solution.