Validate script examples

Example 1

This example adds a Validate Script, which checks the validity of the Opportunity Certainty field. If the field value is set to less than 25%, it expects the Opportunity Priority to be set to Low. If this is not the case, a validation error message is displayed to the user.

1. Click <My Profile> | Administration | Customization.
2. Select Opportunity Progress from Secondary Entities.
3. Click the Screens tab.
4. Click Opportunity Status Box.
5. Select OpportunityProgress: Priority in the Screen Contents panel.
6. Type the following script in Validate Script.
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   if (Values('oppo_certainty')<25 && Values('oppo_priority')!='Low')
       {
           Valid=false;
           ErrorStr="please set the priority to Low";
       }

7. Click Update and then click Save.
8. Add a new opportunity, set the Priority to 20 and click Save. A validation error is displayed to the user with the error you specified.

Example 2

You can add a Validate Script, which validates that every customer who is buying a License is assigned a Customer Reference ID that begins with the letter 'L'. Otherwise it displays an error message.

1. Click <My Profile> | Administration | Customization | Primary Entities | Opportunity, and click the Screens tab.
2. Click Opportunity Detail Screen.
3. Select Opportunity : Customer Ref.
4. Enter the following script in ValidateScript:
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   custref=Values('oppo_customerref')+'';
   if ((Values('oppo_type')=='License') && (custref.charAt(0)!='L'))
       {
           ErrorStr='!'+custref+'The customer reference must begin with L';
           Valid=false;
       }

5. Click Update and then click Save.
6. Create a new opportunity, select License from Type, enter a customer reference number beginning with any letter except L.
7. Click Save. The error displayed indicates that this type of opportunity must be assigned a customer reference beginning with L.