Using Validation Rules on Mobile Devices

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Using Validation Rules on Mobile Devices

Validation rules define specific criteria records must meet before they can be saved. Using validation rules on mobile devices prevents errors when syncing data online and ensures data integrity and consistency across all platforms.

Who can use this feature?

iPad, iPhone, Windows Users
Users do not require an additional license
End Users

Configuring Offline Validation Rules for

Creating Validation Rules

Logging the Execution of Offline Validation Rules

Every time a validation rule is executed offline, the following validation rule logging information automatically writes to the user's activity log, enabling easier debugging of validation rules. Each line represents a line in the log if the rule is executed as a part of a block of validation rules (i.e. call2__v, medical_inquiry__v):

VALIDATION_RULE_BLOCK_START | [ObjectType1, ObjectID1], [ObjectTypeN, ObjectIdN],...
VALIDATION_RULE_EVAL|[PASS/FAIL]
VALIDATION_RULE_ERROR|[Error Message]
VALIDATION_RULE_BLOCK_END

Syncing Validation Rules on Mobile Devices as

Considerations

Formula fields still evaluate at sync time and are subject to the pre-existing limitations of the Vault CRM app. See Using Autosync for more information.
Validation rules on mobile devices execute against the data downloaded to the device. If the data needed by a validation rule does not exist or is different from what is expected on the Browser platform, inconsistencies may occur.
A sync error occurs if data passes a validation rule on the mobile device, but fails the validation rule online
Nulls are treated as zeros for number fields. Validation rules comparing a numeric field to 0 should also include the ISBLANK() function
In order to ensure consistent behavior across platforms, use the & text operator when concatenating strings

Additionally, the following should be considered when using validation rules in each of the following areas:

Call Reporting

Validation rules execute against the call and any in-scope child call data. For example, if a Call Report contains Call Discussion, Call Detail, and Call Sample data, validation rules are executed against each of the child records when saving, signing, or submitting a Call. This means multiple validation errors can occur for the same object.
Validation rules are executed when selecting Sign from the More Actions menu of a CLM presentation
If a validation rule is violated, the Call Report displays so the issue can be corrected. The CLM session ends.
Selecting Done from the More Actions menu of a CLM presentation does not run validation rules
Selecting Launch Media from a Call Report does not run validation rules
Validation rules are not executed during implicit save of the Call Report

Medical Inquiries

Validation rules execute against the medical_inquiry__v header record, as well as any related Medical Inquiry objects created in the transaction (ones created using the Multiple Product Inquiries section attribute)
Rules execute when saving, signing, or submitting a Medical Inquiry

Medical Events and Event Attendee Management

Validation rules execute against the medical_event__v header object
Validation rules are executed when:
Using the Add My Attendance feature. The rule message displays as an iOS modal.
Using the Manage Attendees feature. This feature allows the user to add multiple attendees at once. If there are violations when the user selects Add Selected, an error message displays all of the violations. If both violating attendee records and non-violating attendee records are selected, non-violating records are added.
Using the Add Attendee feature to add attendees one at a time

Order Management

The Split Order feature does not support validation rules
Validation rules execute on the order__v record and all related order_line__v records when saving, signing, or submitting an order, as well as selecting Void
When executing validation rules against order__v and order_line__v, the rules are not evaluated against child Orders

Inventory Monitoring

Validation rules execute against the inventory_monitoring__v record and all related inventory_monitoring_line__v records when saving, signing, or submitting a record.

Data Change Requests

iPad platform
Validation rules execute when submitting DCRs for account__v, address__v, and child_account__v records
Using the Include Optional Fields feature for the New Account and Parent Account Wizards, the user is directed to the expanded edit screen for the Account object during the DCR process. Validation rules execute on only the Account__v record when saving data on this expanded edit screen.
Validation rules are not supported on the data_change_request__v and data_change_request_line__v objects