Field Validation Process
To validate a field, follow the steps below:
1. Navigate to Settings, then select Opportunities (Residuals) under the Customization section.
2. Locate the field to be validated and click on Edit.
3. Tick the box next to Validation to enable validation for the field.
4. Click Add Validation Tier (multiple tiers can be added as necessary).
Example 1. The MID field should not be empty. Select the condition from drop-down list, input the validation value and click on Save.
Example 2. The Deal Value fields should be greater than 0 but less than 10,000. If multiple tiers are added, enable the Expression Formula option and use the expression alias (AND/OR) as needed, then click on Save.
5. After setting up the validations, return to Opportunities from the main menu and click on Process.
6. A validation warning will appear if the system detects any fields that fail the validation.
7. To review failed validations, click on the Validation Log tab to see which opportunities have errors.
8. Click on the Record ID to navigate to the specific opportunity for which the field validation failed.
9. A red triangle warning icon will be visible next to the field that failed. Click on that icon to access the details.
10. Correct the fields and mark it Done.
11. Once corrections are made, re-process the opportunity, and the red triangle warning icon will disappear.