Validation Rules

Validation Rules in Zoho Checkout ensure data accuracy by limiting what users can enter into specific fields. When a transaction is saved, the system evaluates the data against your set conditions. If an entry violates these rules, an alert appears and the transaction is prevented from saving. You can also combine multiple criteria within a single rule to support more complex requirements.

Create Validation Rule

You can create validation rules to ensure that transaction data meets specific conditions before it is saved. To create a validation rule:

• Click the Settings icon and select Preferences.
• Navigate to the Validation rules tab.
• Click + New Validation Rule
• Enter a Validation Rule Name.
• Click + Add Rule and add the condition to be met in the pop-up.
• Enter the Alert Message to be displayed when the transaction violates the validation rule.
• Click Save.
• If you want to add more rules, click + Add Rule and repeat the steps mentioned above.
• Click Save once you’ve configured the validation rule.

The new validation rule will be created.

Add Multiple Criteria

When you create a validation rule, you can choose to include multiple validation criteria. To do so:

• Go to Settings and select Preferences.
• Navigate to the Validation rules tab.
• Click + New Validation Rule
• Enter a Validation Rule Name.
• Click + Add Rule and add the condition to be met in the pop-up.
• Enter the Alert Message to be displayed when the transaction violates the validation rule.
• Click + Add Rule add another rule by following the steps mentioned above.
• Click Save.

A validation rule with multiple criteria will be set.

Add Subrules

If you would like to include an additional rule to your existing condition, you can add Subrules. This is applicable only when you’ve chosen to apply the rule to transactions based on specific criteria. To create Subrules:

• Go to Settings and select Preferences.
• Navigate to the Validation rules tab.
• Click + New Validation Rule
• Enter a Validation Rule Name.
• Click + Add Rule and add the condition to be met in the pop-up.
• Enter the Alert Message to be displayed when the transaction violates the validation rule.
• Click + Add Subrule and enter the Criteria and Alert message.
• Click Save.

A validation rule, with a subrule will be created.

Other Actions for Validation Rules

The various actions you can perform on validation rules are:

• Edit a Validation Rule
• Mark as Inactive
• Mark as Active
• Delete a Validation Rule

Learn how to perform them.

Edit a Validation Rule

You can edit the details of a validation rule. To do so:

• Go to Settings and select Preferences.
• Navigate to the Validation Rules tab.
• Hover over the validation rule click the Edit icon and update the details
• Click Save.

The validation rule will be updated.

Mark a Validation Rule as Inactive

To disable a validation rule temporarily, you can mark them as inactive. To do so:

• Go to Settings and select Preferences.
• Navigate to the Validation Rules tab.
• Hover over the validation rule and select Mark as Inactive.

The validation rule will be temporarily disabled.

Mark a Validation Rule as Active

You can enable an inactive validation rule. To do so:

• Go to Settings and select Preferences.
• Navigate to the Validation Rules tab.
• Hover over the validation rule and select Mark as Active.

The validation rule will be marked active.

Delete a Validation Rule

To remove a validation rule permanently:

• Go to Settings and select Preferences.
• Navigate to the Validation Rules tab.
• Hover over the validation rule and click the Delete icon.

The validation rule will be deleted.