Introduction

wolkvox CRM allows you to apply specific rules to the fields of a module in the CRM, but only during the creation, editing, or both events of a record. For example, making a field mandatory only when creating a record, or changing its value only when editing it.

Field rules allow for dynamic control over form behavior. However, in some cases, it is necessary for these rules to apply only at specific times, such as when creating a record, when editing it, or in both cases. This helps optimize the workflow, avoid unnecessary validations, and improve the user experience.

Configuration

To configure field rules by form event in wolkvox CRM, follow these steps:

1. Access the module configuration        
   1. Go to wolkvox CRM "Configuration" (gear icon).            
   2. Click on the "Customize" tab.            
   3. Select the "Modules and fields" tab.            
   4. Choose the desired module to configure the rule (e.g., Opportunities).            
2. Within the module, select the “Manage rules” section    
3. Go to the “Field rules” tab.    

1. Configure a new field rule        
   1. Primary field: Select a field that will serve as the condition for the rule.            
   2. Value: If the primary field is a list type, choose one of the available values. If not, enter a value manually.            
   3. Related fields: Select the field that will be affected by the rule.            
   4. Action to execute: Choose the action that will be executed when the condition is met. The options are:                
      • "Show field": To make a hidden field visible.                    
      • "Make mandatory": To require a field to be completed.                    
      • "Change value": To modify the value of a field. If you choose this option, you can select a "Related field" to take its value or enter an "Additional value" if the field is not a list type.                    
   5. Form Action (New): Select the form event under which the rule will apply. The options are:                
      • "Edit": The rule will apply only when a user edits an existing record.                    
      • "Add": The rule will apply only when a user is creating a new record.                    
      • "Both": The rule will apply both when creating and editing a record.                    
2. Click "Confirm" to save the rule.    
3. Rule viewing and management:        
   1. In the "Preview" area, all configured rules will be listed.            
   2. The preview table now includes a column for the "Form Action," indicating whether the rule applies to "Add," "Edit," or "Both."            
   3. You can delete a rule by activating the corresponding checkbox, clicking the trash can icon, and confirming the action.