Validate Record Data
This trigger validates the record's data using an expression. If the expression results in an error (i.e. a non-null value expected as a string message), the data operation is terminated and an error message is displayed. This is similar to the situation where a field validation fails when creating or modifying a record. To use this trigger, provide a formula expression to validate. The formula returns a string error message when validation fails. It returns an empty string or null if the validation succeeds. For example:
if ({!amount} > 100000) return "Order is too large: {!amount}"; else return null;
Another example:
if ("{!email}" == "" && "{!phone}" == "") return "Either email or phone must be specified"; else return null;
- You can choose the Treat this trigger as a Warning option to allow trigger execution to continue even if there is an error message. In this case, if validation fails at runtime, the user will have a chance to check an Ignore Warning checkbox and proceed with saving data despite the warning. This is similar to custom field validation (see Field validation).
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The Treat this trigger as a Warning option is executed for UI Record Edit or Delete operations. Other places like Inline editing of list view, Field inline edit (record view page), Mass Update, APIs (
updateRecord
,setFieldValue
) and Import Jobs, the validation trigger directly throws an exception instead of displaying warning message.