Salespeople sometimes accidentally create meetings with a start date earlier than the current one. Such entries may trigger incorrect follow-up or reminder actions, potentially affecting operational efficiency and confusing participants. This highlights the importance of validating meeting start dates to ensure they are in the future. However, if you take a quick look at your CRM, you may notice that there are no notifications to indicate meetings created to begin in the past. The criteria-based validation rules don't help either. So, how can you throw alerts for your meetings?
Our low-code tools can come in handy in this scenario. By creating a validation rule for the 'From' field and using a custom function, you can easily validate meeting start dates and remind salespeople to enter a start date in the future. Continue reading to learn how to accomplish this task in less than 15 minutes.
Permissions and availability
- Users with the Module Customization permission can create and update validation rules.
- Users with the Manage Extensibility permission can write custom functions.
- Users with the Manage Sandbox permission can manage the sandbox.
Requirements
- Create a validation rule for the Meetings module to validate the date entered in their 'From' field. Learn more
- Write a custom Deluge function that checks and alerts salespeople when the meeting start date is earlier than the current date. Learn more
- Test the workflow rule in a sandbox before deploying it in your production environment. Learn more
Create a validation rule
Follow these steps to create a validation rule in your Zoho CRM account:
- Navigate to Setup > Customization > Modules and Fields.
- Select the Meetings module, then click the Validation Rules tab.
- Click Create New Validation Rule.
- In the Create Validation Rule pop-up, perform the following actions:
- Select the layout to which the field you wish to validate belongs.
- Select From as the field to validate.
- Select the validation type as Using function.
- Select between Save Only or Field Verify and Save under Validate On.
- Click Next.
- In the Configure Function page, click Write your own.
- Enter a Name, Display Name, and a description if needed, then click Create. For example: "Validate the from date".
- In the Deluge Script Editor, do the following:
- Copy and paste the code provided below.
- Click Save.
- Click Save on the validation rule page.
The code
entityMap = crmAPIRequest.toMap().get("record");
startdate = entityMap.get("Start_DateTime").toDate();
info "start date : " + startdate;
info "today : " + today;
response = Map();
if(startdate < today)
{
response.put('status','failure');
response.put('message','The From date cannot be in the past');
}
else
{
response.put('status','success');
}
info "response : " + response;
return response;
Notes
- Make sure to use the accurate API names for their corresponding fields in the code snippet (e.g., From). Learn more
- You can customize the alert message that appears when a meeting's start date is in the past.
- The code above is an example of validating meeting start dates to ensure they are not in the past while scheduling a meeting in your CRM. You can use this code to validate date fields in any other module by modifying the field name parameters.
Tip
- Configure and test the function in a sandbox to ensure that further development doesn't disrupt your production environment.
Test the solution
- Navigate to Meetings > + Create Meeting.
- On the Meeting Information page, enter all required details, including a past date, in the From field, then click Save.
The validation rule will be triggered. - Check whether the alert message, as specified in the code snippet, is displayed under the From field.
Did you find this useful? Try it out and let us know how it works. Share this with your team if they'd benefit from it! If you have questions, please don't hesitate to contact us.
More info
- ModuleMeetings
- Trigger PointValidation Rule
- EditionEnterprise and above
- ComplexityLow
- Implementation Time15 minutes
Looking for a custom solution?
Contact us, we will help enhance your productivity at lightning speed.
SUBMIT REQUEST