Forum Discussion
CharleneWilbur
4 years agoQrew Trainee
HI! I've already done the first thing in your list. It's just frustrating.
Thanks!
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Charlene Wilbur
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Thanks!
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Charlene Wilbur
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EvanMartinez
4 years agoModerator
Hi Charlene,
Being able to prevent a record from saving without an address field being filled in is actually possible now through the use of custom data rules. Custom data rules allows you to set rules under which a record could not be saved or edited and can run from not allowing a record to be saved if a field is blank or up to requiring that several conditions be true. They are built using the formula language used in formula fields and can be added to your table right in the table's advanced settings. You are even able to set your own error messages that pop up to warn a user that they need to fix something on the record before they can save. For example you could use a formula like:
This will prevent them from saving till that field is not blank and pop up this message for them. This way you could just require that address field or only require it when someone indicates for example that they are working from home instead of in office and need to provide a home address for your records. Then they would see the error like below to help direct them to next steps.
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Evan Martinez
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Being able to prevent a record from saving without an address field being filled in is actually possible now through the use of custom data rules. Custom data rules allows you to set rules under which a record could not be saved or edited and can run from not allowing a record to be saved if a field is blank or up to requiring that several conditions be true. They are built using the formula language used in formula fields and can be added to your table right in the table's advanced settings. You are even able to set your own error messages that pop up to warn a user that they need to fix something on the record before they can save. For example you could use a formula like:
If([Address Field]="", "You must include an address on each company record")
This will prevent them from saving till that field is not blank and pop up this message for them. This way you could just require that address field or only require it when someone indicates for example that they are working from home instead of in office and need to provide a home address for your records. Then they would see the error like below to help direct them to next steps.
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Evan Martinez
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