Required Field Validation Workflow Process Example
You may find it helpful to review an example that illustrates the workflow process for required fields.
Scenario: Create a workflow that generates an error message or warning when required fields are not entered when saving a new record in the Contacts hub.
Step 1: Create a user initiated workflow:
- In the Navigation pane, select .
- On the User Initiated Workflows form, set the Area option to Contacts.
- Below the Workflows grid, click
+Add Workflow and then set the columns in the grid:
Column Select Workflow Table Contact Record Workflow Type Insert Description Required Field Validation - Click
to open the Conditions dialog box and then set the conditions:
Column Select And/Or Contacts.FirstName Operator Empty - Save your changes.
Setting this column and condition specifies that the workflow event will fire whenever a contact record is inserted and the Contact First Name field is blank.
Step 2: Determine if you will use an error message or warning.
- Error Message: This setting stops the save process when a required field (in this example, Contact First Name) is blank. You must fix the error to continue.
- Warning: This setting provides a warning that a required field is blank, but allows you to continue.
Step 3: Create the Error Message or Warning
- In the Actions grid, in the Add Action list, select Validate Error or Validate Warning.
- In the Description column, enter the text for the error message, such as, "Contact First Name is required."
- Click
to open the Conditions dialog box and then set the additional condition:
Column Select And/Or Contacts.FirstName Operator Empty - Save your entries.
Vantagepoint will execute this workflow event when the Contact First Name is blank in the Contacts hub when a new record is entered. The warning or error message will display in the Contacts hub and the conditions must be satisfied before the record can be saved.