Create a Validate Error Action

Use the Validate Error action to prevent inconsistent data from being saved. If the validation fails, an error displays and prevents the user from continuing. Use this alert when you want users to conform to the business rules of your enterprise. This action is only available for user initiated workflows.

For example, assume that you have two user-defined fields, Status and End Date. If a user changes the Status to Completed, you want to require that the user fill in the End Date field before saving the record. To accomplish this, you set up a Validate Error action with these conditions:

• Status = Completed
• End Date = is Null (empty)

You then use the Description field to enter a message that is sent to the user, such as "You need to enter a date in the End Date field before you can save the record."

To create a validate error action:

1. In the Navigation pane, select Settings > Workflow > User Initiated Workflows.
2. On the User Initiated Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
3. In the Workflows grid, select the workflow row (event) to which you want to add the action.
4. In the Actions grid, click Add Action > Validate Error to open a validate error row.
5. To indicate that the validate error action is currently active, select the Active check box.
6. In the Description field, specify the text that displays for the user when the error condition is encountered, such as "Contact Name is required."
7. Click to display the Conditions dialog box and use it to specify at least one condition for the validate error action.
8. Click Save.