Adding Data Validation Rules to a Custom Field

You can add data validation to custom fields. Validation can be based on numeric ranges, character length, email format, or URL format.

Data validation is available for fields of type Text, Text Area, or Number.

1. Navigate to   > Settings > Forms & Fields.
2. Select the type of custom field you want to edit, for example Deal.
3. Click the custom field to which you want to add data validation, to open it for edit.
4. In Data Validation, select the data rule that you want to apply to the field:

   • Email (field of type Text) - The value entered into this field must be an email address

     

     A portal user will see the message Please enter a valid email address if they complete the field with data that isn't an email address:

     

     You can also specify that a portal user must not enter their own email address, or one from their own company domain, into the field. Enable the Block user's own email address or Block user's own email domain settings, as required.

     The validation will be enforced in the partner portal when the custom field is completed manually, and when it's included in contact and lead imports.

     

   • Length (field of type Text) - The value entered into this field must be between x and y characters in length (specify the range for a variable length, or enter the same number for both fields to specify a static length)

     For example:

     between 10 and 15 characters - value can be any length from 10 to 15 characters

     or

     between 10 and 10 characters - value must be 10 characters long

     

     A portal user will see the message Please enter a value between x and y characters if they complete the field with a value that isn't the required length:

     

   • Value (field of type Number)- The value entered into this field must fall within a specified range (specify the range, or enter the same number for both fields to specify a static number)

     For example:

     between 1 and 50 - value can be between 1 and 50

     or

     between 1 and 1 - value must be 1

     

     A portal user will see the message Please enter a value between x and y if they complete the field with a value that's outside the required range:

     

   • URL (field of type Text) - The value entered into this field must be in URL format

     

     A portal user will see the message This must be a valid url if they complete the field with data that doesn't appear to be a URL:

     

     Data validation rules for URLs:

     • http:// or https:// are optional (https://x.com and x.com are both valid)
     • ? (query) or # (identifier) are permitted in the URL (for example https://www.google.com/search?q=ziftsolutions)
     • The domain part of the URL (e.g. the x in x.com) must be between 1 and 256 characters
     • The TLD part of the URL (the com in x.com) must be between 2 and 63 characters