Note!
Each field in a module has two native types of validation:
-
data type validation: when you define a field on a module you indicate the type that it is; integer, string, currency, date, … So when you are editing a record with that field on-screen coreBOS will automatically ensure that the value introduced is of the correct type.
-
mandatory validation: you can indicate which fields must contain a value, in other words, they cannot be left empty
Besides these two types which are supported by all fields, and some additional undocumented tricks that can be done using an extended syntax in the typeofdata field, there are only a handful of hardcoded validations in the system:
-
no accountname duplicates
-
mandatory email on contact if portal user checked
-
contact birthday
-
sales order recurring settings
-
start and end dates on calendar
If you want to add your own validations, for the moment you will have to add some code.
Each module supports special validations that can be done in a PHP file called:
{ModuleName}Validation.php
which must live inside the module's directory.
So, for example, you can see in the application the file
modules/Accounts/AccountsValidation.php
which contains the validation of “no duplicate accountname”.
All these validation files support the same syntax; they will receive an array of all the values that are currently in the user's browser in the $_REQUEST variable called structure and they must return one of three outputs:
-
OK
to indicate that all validations have passed correctly -
CONFIRM
followed by any message to produce a screen that will ask for confirmation using the text following the CONFIRM label -
Any other output/message which will be interpreted as an error message that will be shown to the user
Examples
No duplicate Leads based on email and phone:
global $log,$currentModule,$adb; $screen_values = json_decode($_REQUEST['structure'],true); $query = 'SELECT count(*) as cnt FROM vtiger_leaddetails INNER JOIN vtiger_crmentity on vtiger_leaddetails.leadid = vtiger_crmentity.crmid INNER JOIN vtiger_leadscf on vtiger_leaddetails.leadid = vtiger_leadscf.leadid INNER JOIN vtiger_leadaddress on vtiger_leaddetails.leadid = vtiger_leadaddress.leadaddressid WHERE vtiger_crmentity.deleted = 0 and vtiger_leaddetails.converted=0 '; $email = vtlib_purify($screen_values['email']); $phone = vtlib_purify($screen_values['phone']); if (!empty($email) and !empty($phone)) { $query.='and (email = ? or phone = ?) '; $params = array($email,$phone); } elseif (!empty($email)) { $query.='and email = ? '; $params = array($email); } elseif (!empty($phone)) { $query.='and phone = ? '; $params = array($phone); } else { echo '%%%OK%%%'; die(); } $id = vtlib_purify($screen_values['record']); if(!empty($id)) { $query .= 'and vtiger_leaddetails.leadid != ?'; array_push($params, $id); } $result = $adb->pquery($query, $params); if($adb->query_result($result,0,'cnt') > 0) { echo getTranslatedString('LBL_LEAD_EXISTS','Leads'); die; } echo '%%%OK%%%';
No duplicate contacts based on email
global $log,$currentModule,$adb; $screen_values = json_decode($_REQUEST['structure'],true); $query = 'SELECT count(*) as cnt FROM vtiger_contactdetails INNER JOIN vtiger_crmentity on vtiger_contactdetails.contactid = vtiger_crmentity.crmid INNER JOIN vtiger_contactaddress on vtiger_contactaddress.contactaddressid=vtiger_contactdetails.contactid INNER JOIN vtiger_contactsubdetails on vtiger_contactsubdetails.contactsubscriptionid=vtiger_contactdetails.contactid INNER JOIN vtiger_contactscf on vtiger_contactscf.contactid=vtiger_contactdetails.contactid WHERE vtiger_crmentity.deleted = 0 '; $email = vtlib_purify($screen_values['email']); if (!empty($email)) { $query.='and (email = ? or secondaryemail = ?) '; $params = array($email,$email); } else { echo '%%%OK%%%'; die(); } $id = vtlib_purify($screen_values['record']); if(!empty($id)) { $query .= 'and vtiger_contactdetails.contactid != ?'; array_push($params, $id); } $result = $adb->pquery($query, $params); if($adb->query_result($result,0,'cnt') > 0) { echo getTranslatedString('LBL_CONTACT_EXISTS','Contacts'); die; } echo '%%%OK%%%';
Blocked Quotes depending on Quote Stage
Information!
global $log,$currentModule,$adb; $screen_values = json_decode($_REQUEST['structure'],true); $record = vtlib_purify($screen_values['record']); $closedstages = array('Approved','Cancel','Paid','Delivered'); if (!empty($record)) { // editando $qrs = $adb->pquery('SELECT quotestage FROM vtiger_quotes WHERE quoteid=?',array($record)); if ($qrs and $adb->num_rows($qrs)>0) { $dbqstage = $adb->query_result($qrs, 0, 0); //$frqstage = vtlib_purify($_REQUEST['quotestage']); if (in_array($dbqstage, $closedstages)) { echo 'This quote is closed. Please duplicate it to edit and change.'; die(); } } } echo '%%%OK%%%';