Verification Rules

  1. You can set inspection rules for object creation and editing to control the creation of business data that does not meet the requirements.
  2. The verification rule function supports the definition of one or more verification rules, including conditional expressions for detecting problems and corresponding error messages.
  • Example: When submitting a business opportunity, verify whether the account status is in the process of filing, if it is in the process of filing, an error message will be prompted and the save will fail.
  1. Function Entry: Preset Object/Custom Object Management -> Verification Rules
  • New Verification Rule.
  1. Support to create multiple verification rules at the same time: the system will verify one by one according to the creation time.
  • Supports disabling or enabling verification rules, and the verification rules will not take effect after disabling.
  1. Support setting when the field in the formula is empty: the default is zero (default), the default is empty
6.
  • Support to insert field types: amount, date, date & time, email, address, multi-line text, decimal, number, percentage, mobile phone, single-select, single-line text, boolean value, website, location component, sign-in component, collection component, calculation fields, statistics fields, find calculation fields & statistics fields of associated objects
  1. Supported Functions:

| Return Type | Operator/Function | Parameter | Function | Remarks & Examples | |
| -------------------- | ---------------------------- ----------------------------------- | ----------------- -------------------------------------------- | :----- -------------------------------------------------- ---- | :------------------------------------------- --------------- | ---- |
| General | () | | Annotation operator precedence | | |
| Related to input parameters | IF(logical_test, value_if_true, value_if_false) | Number of parameters: 3 Parameter types: The first one is Boolean type, the second and third must be the same type ** ** | Judging whether the condition is is true, if true, returns return_true_value, otherwise returns return_false_value** where return_true_value and return_false_value must be of the same type, and the return value type must also be of this type** | For example: 34 = IF(true, 34, 52) | |
| | CASE(expression, value1, result1, value2, result2,...,else_result) | Number of parameters: indeterminate Parameter type: result(n) and else_result must be the same type | value. Among them, the value of expression is compared with value(n), and the value(x) is consistent with the value of expression, then return the corresponding result(n), if they are not consistent, return else_result, where result(n) and else_result must be the same type, the return value type is also this type | For example: 33 = CASE(3, 2, 2, 3, 33, 1.3) | |
| | NULLVALUE(expression, substitute_expression) | Number of parameters: 2 parameter types: the first one is Boolean type, the second parameter can be various types | Determine whether the condition is empty, if yes, return return_value, if not , return Null** where the return value type is also the type of the second parameter** | For example: 1 = NULLVALUE(Null, 1)Null = NULLVALUE(5, 1) | |
| Value | +,-,*,/ | Number of parameters: 2 Parameter types: value, percentage, amount |Perform numerical addition, subtraction, multiplication and division operations | For example: 6 = (3+2)6/5 | |
| | - | Number of parameters: 2 parameter types: both are dates, in days | Calculate the difference between dates, in days | For example: the value of a is 1982-04-13 and the value of b is 1982- 03-2024 = a - b | |
| | - | Number of parameters: 2 Parameter types: both date and time, in hours | Calculate the difference between date and time, in hours | For example: the value of a is 1982-04-13 17:00: The value of 00b is 1982-04-12 15:00:0026 = a - b | |
| | - | Number of parameters: 2 Parameter types: both are time, in hours | The difference of calculation time, in hours | For example: the value of a is 17:00:00 and the value of b is 15:00 :002 = a - b | |
| | VALUE(string) | Number of parameters: 1 Parameter type: text type | Convert the number in text form to a number, support negative numbers and decimals, if the conversion is unsuccessful, return empty | For example: -1982.0413 = VALUE('- 1982.0413')Null = VALUE('aaa') | |
| | MIN(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Return the smallest of the two parameters | For example: 4 = MIN(4,13) | |
| | MAX(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Return the largest of the two parameters | For example: 13 = MAX(4,13) | |
| | MULTIPLE(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Returns the result of multiplying number 1 by number 2 | For example: 52 = MULTIPLE(4,13) | |
| | MOD(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Return the integer part of number 1 divided by number 2| Example: 3 = MOD(13,4) | |
| | ADDS(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Return the result of adding number 1 to number 2 | For example: 17 = ADDS(13,4) | |
| | SUBTRACTS(number1,number2) | Number of parameters: 2 Parameter types: both are numeric types | Returns the result of subtracting number 2 from number 1 | For example: 9 = SUBTRACTS(13,4) | |
| | YEAR(date) | Number of parameters: 1 Parameter type: date, or date and time type | Used to obtain the value of the year in the parameter | For example: a = 1982-04-131982 = YEAR(a) | |
| | MONTH(date) | Number of parameters: 1 Parameter type: date, or datetime type | Used to obtain the value of the month in the parameter | For example: a = 1982-04-134 = MONTH(a) | |
| | DAY(date) | Number of parameters: 1 Parameter type: date, or date and time type | Used to obtain the value of the day in the parameter | For example: a = 1982-04-1313 = DAY(a) | |
| | LEN(text) | Number of parameters: 1 Parameter type: text | The length of the returned string | 6=LEN('xiaoke') | |
| Percentage | +,-,
,/ | Number of Parameters: 2 Parameter Types: Numeric, Percentage, Amount | Perform addition, subtraction, multiplication and division of numerical values, and return as a percentage | | |
| Intermediate value of datetime type | YEARS(number) | Number of parameters: 1 Parameter type: Numeric | The numerical value used to specify the year to be calculated in the date/datetime calculation| Get the year and use it to calculate the date and time. For example: 2019-09-09=TODAY()+YEARS(1), where TODAY() returns 2018-09-09 | |
| | MONTHS(number) | Number of parameters: 1 Parameter type: numeric type | Used to specify the value of the month in the calculation of date/date time | Get the month and use it to calculate with date time and date For example: MONTHS (2) | |
| | DAYS(number) | Number of parameters: 1 Parameter type: numeric type | Used to specify the value of the day to be calculated in the date/date time calculation | Get the date and use it to calculate with date time and date For example: DAYS (4) | |
| | HOURS(number) | Number of parameters: 1 Parameter type: numeric type | Used to specify the value of the hour calculated in the date time/time calculation | Get the hour and use it to calculate with date time and time For example: HOURS (4) | |
| | MINUTES(number) | Number of parameters: 1 Parameter type: numeric type | Used to specify the value of the minute calculated in the calculation of the date/time | Get the minute and use it to calculate with the date and time For example: MINUTES (4) | |
| Date| +,- | Number of parameters: 2 parameter types: the first is a date type, the second is the time calculated from YEARS, MONTHS, DAYS| Perform date operations to get a new date value| For example : Creatdate+DAYS(4), get the date after creation time + 4 days | |
| | DATE(year,month,day) | Number of parameters: 3 Parameter types: numeric value | Create a date type value by numeric value | For example: 1982-4-13=DATE(1982,4,13) | |
| | DATEVALUE(string) | Number of parameters: 1 Parameter type: string | Create a date type value through a string | For example: 1982-4-13=DATEVALUE('1982-04-13') | |
| | TODAY() | No arguments | Returns the current date || |
| | DATETIMETODATE(datetime) | Number of parameters: 1 Parameter type: datetime type formula | Return the date in the datetime field | For example: 1982-4-13=DATEVALUE('1982-04-13 17:00:00 ') | |
| date time| +,- | number of parameters: 2 parameter types: the first one is date time type, the second one is the time calculated from YEARS, MONTHS, DAYS, HOURS, MINUTES| Get a new date and time value | For example: DeadlineTime-DAYS(1), get the time of the day before the deadline | |
| | DATETIMEVALUE(string) | Number of parameters: 1 Parameter type: string | Create a date and time type value through strings | For example: 2001-08-24 15:45:25 = DATETIMEVALUE('2001-08- 24 15:45:25') | |
| | NOW() | No parameters | Returns the current date and time | | |
| Time| +,- | Number of parameters: 2 parameter types: the first one is the date and time type, the second is the time calculated by HOURS and MINUTES| Perform time operations to get a new date and time value| For example :submitDailyReport-HOURS(1), get the time of the previous hour to submit the daily report. Note that if the value of the time type is calculated, the result is only between 00:00 and 23:59 | |
| | DATETIMETOTIME(datetime) | Number of parameters: 1 Parameter type: datetime type formula | Returns the time in the datetime field | For example: 17:02:40=DATEVALUE('1982-04-13 17:02:40 ') | |
| Text | & | Number of parameters: 2 Parameter types: both are text types | String combination | For example: "Zhang San" & "Li Si" are valued as Zhang San and Li Si | |
| | '' | Number of parameters: 1 Parameter type: String | Insert a single-line text constant| For example: 'single line of text' | |
| | '''''' | Number of parameters: 1 Parameter type: String | Insert a multi-line text constant | For example: '''Multi-line text''' | |
| | NUMBERSTRING(number) | Number of parameters: 1 Parameter type: value, amount | Convert numbers to Chinese uppercase numbers for display | For example: one hundred and ninety-eight thousand two hundred and four point one three = NUMBERSTRING(198204.13) | |
| | NUMBERSTRINGRMB(number) | Number of parameters: 1 Parameter type: value, amount | Convert the number into Chinese uppercase and display the amount, up to the corner, cent | For example: one hundred and ninety-eight thousand two hundred and four yuan One corner three points=NUMBERSTRINGRMB(198204.13) | |
| Boolean| <,>, >=,<=,≠ | Number of parameters: 2 Parameter types: both are numeric, percentage, amount | Comparison of numeric types, return true or false | For example: true = 1 < 2 ;false = 2 < 1 ||
| | AND(boolean1,boolean2,boolean3,...) | Number of parameters: Multiple parameter types: Boolean | Logical AND, if the results of multiple conditional operations are true, the result is true | For example: true = AND ( 2>1 ,5>3) | |
| | OR(boolean1,boolean2,...) | Number of parameters: Multiple parameter types: Boolean | Logical or, if one of the conditional operation results is true, the result is true | For example: true = OR( 2 >1 ,5<3) | |
| | NOT(boolean) | Number of parameters: 1 Parameter type: Boolean | If the condition is true, the result is false, otherwise, the result is true | For example: false = NOT(2>1) | |
| | ISNULL(expression) | Number of parameters: 1 Parameter type: unlimited | Determine whether the expression result is empty, if it is empty, return true, otherwise false | For example: false = ISNULL(5)| |
| | ISNUMBER(string) | Number of parameters: 1 Parameter type: string | Determine whether the expression string can be converted into a number | For example: true = ISNUMBER('5') | |
| | STARTWITH(string1, string2) | Number of parameters: 2 Parameter types: string | Returns whether the string starts with the query string | For example: true = STARTWITH( 'abcdef' , 'ab' ) | |
| | ENDWITH(string1, string2) | Number of parameters: 2 Parameter types: string | Returns whether the string ends with the query string | For example: true = ENDWITH( 'aecdab' , 'ab' ) | |
| | EQUALS(string1, string2) | Number of parameters: 2 Parameter types: String | Returns the result of whether the string is equal to the query string (related to case) | For example: true = EQUALS( 'aecdab' , 'aecdab ' ) | |
| | CONTAINS(string1, string2) | Number of parameters: 2 Parameter types: string | Returns the matching result of the query string in the string (true, false) | For example: false = CONTAINS( 'abcdef' , 'kl ' ) | |

2023-02-27
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