Power Users can create Validation Rules to require items in sub-grids for certain records. For example, a Document file for a Request record.
To configure Validation Rules, follow these steps:
From the homepage, click
to open the Application Settings, and then select 
from the Application Settings menu.Select
.Fill out the Validation Rule Metadata fields.
Enter a Validation Rule Name.
Select a status for the workflow. NOTE: Only "Active" rules will be evaluated.
Enter a description of what the Validation Rule does.
Select the Object to which the rule will be associated. Choices are: Contact, Contract, Organization, Request, Contact Request or Organization Request, and Assignment.
Select the Object Type to which the rule will be associated. Contract examples are: MSA, SOW, NDA or other defined type.
Define a rule for the object if necessary by turning to ON the "Apply Rule Where" toggle.
Set the Requires at Least number. This determines how many items from a sub-grid are required.
Select the sub-grid from the dropdown.
Add a Validation Error Message that will be displayed on the record if the Validation Rule has not been met.
Define a rule for the sub-grid item if necessary by turning to ON the "Require Items Where" toggle.
A few validation rule examples include:
Example 1 - a validation rule can be created that requires at least one contact be added to a given contract type.
Example 2 - a validation rule can be created that requires a certain associated contact be added when contract value is greater than a certain number.
The Validation Rules are hidden from all users by default. This can be toggled on for power users/admin users in Org Roles/Permissions-Feature Access-Administrative Access for each role: