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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Business rule show error in the wrong field and unable to save the form

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Posted on by 25

Hi , I have created the following business rule ,

IF

Mobile Phone contains data

THEN
Set Email as Not Business Required
ELSE
Show the error message "Enter email" against field Email
How ever this is not working , when i try to save the form without email & mobile , then error pops up in email . When i enter email value , then the error pops up in name feilds and what ever you do , it doesnt allow to save the form and the error in the name field remains .
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I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Imthi,

    Your requirement is that at least one field in Email and Mobile Phone contains value, right?

    If so, please set business rule as follow.

    pastedimage1587092945930v1.png

    IF

    Mobile Phone contains data

    THEN
    Set Email as Not Business Required
    ELSE IF

    Email does not contain data

    THEN
    Show the error message "Enter email" against field Email
  • Imthi Profile Picture
    25 on at

    Hi Lu Hao . Thank you but again the red X mark comes back to name field , unable to save the form. is this because the name field is  mandatory. thank you for your help

  • LuHao Profile Picture
    40,892 on at

    Hi Imthi,

    I tested but did not see the name red X mark.

    Could you try it in the Sales Hub? Will you encounter this problem in the unified interface?

    In addition, because your business rule does not have a condition that Email fields contains value, even if there is no error message of the name field, you will still be unable to save the record because of the error message of the email field.

    pastedimage1587105219026v1.png

    So please try the business rule in my previous answer.

  • Imthi Profile Picture
    25 on at

    Hi Hao

    Finally I tried this logic since my Mobile phone field is set business required .

    IF

    Mobile Phone does not contain data

    THEN

    Set Email Address 2 as Business Required

    Set Mobile Phone as Not Business Required

    ELSE IF

    Email Address 2 does not contain data

    THEN

    Show the error message "Please Enter Email" against field Email Address 2

    Name feild error was dissolved when i removed the linkedin sales navigator from the form .

    Thank you so much for your help. Have a great day .

  • Imthi Profile Picture
    25 on at

    It worked . thank you

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Ideally in this scenario create another business rules like "when mobile does not contain data " then make email business required.

    And also make sure in every BR,  you need to have else part which means if you want to do a field required when if condition matches ,then dont forget to make the same  field not business required in the else block. I thik this is the problem happening for the name field. So check the BR  associated with Name field.

  • LuHao Profile Picture
    40,892 on at

    Hi Imthi,

    If this problem has been solved, please don't forget to click Yes under "Did this answer your question?" to close this thread.

    This will help other users quickly navigate to this thread.

    Thanks.  :)

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