how to apply a rule for a column so that it will work in grid edit.

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how to apply a rule for a column so that it will work in grid edit?

Example , if i have a column "Mark" i want to write a action/automation to abort the save if the mark is more than 100. so that it works in grid edit mode.

Please help. very much required asap.

Thanks
Photo of Pushpakumar Gnanadurai

Posted 3 months ago

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Evan Martinez, Community Manager

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Hi Pushpakumar,

Currently there is not a way to apply logic like form rules (aborting a save and displaying a message) to a grid edit. The Grid Edit breaks out of a lot of the rules we apply on the form level and instead allows for mass edit of records without the same restrictions. An Automation could be set up to say if a record is saved and that Mark field is over 100 run an Automation to change the record back to below 100, but that user would not receive a pop up message. The change would just happen on the back end and the next time someone viewed the record via a report or form they would instead see the value reverted back.

Alternatively you could make a formula field that when that field is over it will display a message on a field in the report, but that wouldn't prevent a save from taking place. I'm sorry there isn't a native functionality for popping up that messaging and preventing the save in Grid Edit view that mimics form rules.