Validation Rules - An Overview
Updated
What are Validation Rules?
Validation Rules in Entity Studio enforce data accuracy and business policies by preventing users from creating or updating a record when specific conditions evaluate to true. When a rule blocks an action, the user sees a clear error message explaining what needs to be corrected.
Validation Rules are configured per entity and can be selectively overridden for specific users, roles, or user groups.
When to Use Validation Rules
Use Validation Rules when you need to:
Enforce thresholds or ranges (e.g., discount cannot exceed 20% if revenue is below 100K).
Lock records after a lifecycle point (e.g., Converted/Rejected leads cannot be edited).
Prevent sensitive field changes at certain stages (e.g., Lead Owner cannot change during WIP).
Require fields to be updated as part of a process checkpoint (e.g., Approval Notes must be updated before Final Review).
Key Concepts
Conditions: Logical expressions that, when true, block the save.
Functions: How you evaluate a field in the condition.
New Value – evaluate the value the user is trying to save now.
Old Value – evaluate the previously saved value on the record.
Is Changed – check whether a field’s value is changing in this save.
Is Not Changed – check that a field’s value is not changing.
Error Message: The text shown to the user when the rule blocks the save.
Overrides: Choose users, user groups, teams, or roles that should not be restricted by the rule.
Toggle: Rules can be turned on or off without deleting them.
Where Validation Rules Fit
Record Manager / Record Page: Users attempt to create or update records.
Validation Engine: Evaluates rules on save; if any rule is true (and no override applies), the save is blocked and an error is shown.
For Example, we have built the validation rule that Discount Percentage cannot be greater than 20% for a Lead.
On Consumption, while trying to create/update the Record with Discount Percentage as 21, the error message configured is reflected in the snack bar which is displayed in the following screenshot.
Accessing Validation Rules
Entity Studio → Select an Entity → Advanced Options → Validation Rules → Create Validation Rule
Once created, you can toggle rules on/off from the list.