Is it possible to validate a workfront custom form field against a planning record type?

Forum|Forum|1 month ago
February 19, 2026
1 reply
32 views

Hi,

I have a custom form with a field where the users are expected to insert a 3 character code. I would like to have this code validated against a table from Planning, and only accept the user input if that code is not present in the table.

Is this something that can be done with field validation?

Thank you in advance

Joao

Madalyn_Destafney

Community Advisor

You can do field validation in workflow custom forms, not sure what you mean by validating it against a table from Planning….more on advanced logic/validation here. If you need something in Planning alone, perhaps you could set up a formula field in the record type that looks at the field where you input 3 characters (if this field is also in Planning) and if it’s not, you can add conditional formatting to make it red or something along those lines...

If this helped you, please mark correct to help others : )

J

JoaoMotaAuthor

Level 2

Hi, thank you for the reply. Let me try to give some more details on what exactly I am trying to accomplish.

I have a record type in Planning that contains a list of codes. We are using a Workfront request form so users can request a new code to be added to that Planning record type.

Ideally, we would want that form field to validate the user input by checking if the specific code already exists in that Planning record type or not. This is the part of the flow where I am not certain it can be done with field validation in the form or not.

skyehansen

it’s not validation but you could add the planning field to the custom form and have a “not listed” option for the user to select. This way they can either see that their option is there or they can fill out the form. @JoaoMota

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