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:

1. In the Navigation pane, select Settings > Workflow > User Initiated Workflows.
2. On the User Initiated Workflows form, set the Area option to Contacts.
3. 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

4. Click to open the Conditions dialog box and then set the conditions:

   Column	Select
   And/Or	Contacts.FirstName
   Operator	Empty

5. 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

1. In the Actions grid, in the Add Action list, select Validate Error or Validate Warning.
2. In the Description column, enter the text for the error message, such as, "Contact First Name is required."
3. Click to open the Conditions dialog box and then set the additional condition:

   Column	Select
   And/Or	Contacts.FirstName
   Operator	Empty

4. 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.