Validation rules verify the data entered by a user in a record meets the specified standards before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False.

The following task creates a validation rule for evaluating the agreement start and end dates. It will ensure you cannot save an agreement record with a start date that begins after the end date.

To create a validation rule

  1. Go to Setup > Create > Objects > Agreement.

  2. Scroll-down to the Validation Rules related list and click New.

  3. Type End Date after Start Date in the Rule Name box and select Active.
  4. Type a logical description for the validation rule.
  5. Click Insert Field to select the Apttus Agreement and Agreement Start Date and click Insert.
  6. Click Insert Operator to select the > Greater Than operator.
  7. Click Insert Field again to select the Apttus Agreement and Agreement End Date.
  8. In the Error Message box, type an appropriate error message and click Save.