Business Rules and Validations

3.12.5 Business Rules and Validations

  • Mandatory Fields:
    • Rule: All fields within the Lead Form module are required to ensure comprehensive lead data collection.
    • Validation: Users cannot save or enable a lead form unless all required fields (Name, Email, Phone) are filled with valid data.
    • Error Handling: Display error messages for any missing or invalid fields, preventing the save or enable action until resolved.
  • Field Uniqueness Constraints:
    • Rule:
      • Name, Email, Phone: Each of these mandatory fields can only be added once per lead form to prevent redundancy and ensure data consistency.
    • Validation:
      • The system checks for existing instances of these fields before allowing their addition.
    • Error Handling:
      • If a user attempts to add a duplicate mandatory field, display an error message indicating that each can only be added once.
  • Validation Message Requirements:
    • Rule: If a field is marked as required, a corresponding validation message must be provided to guide user input.
    • Validation: Ensure that each required field has an associated validation message.
    • Error Handling: If a required field lacks a validation message, display an error prompting the user to provide one.

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