How to Set Minimum and/or Maximum Values for Decimal, Currency or Percent Fields

Want to keep your numbers in check? 🔎 You can set limits on decimal, currency, or percentage fields so that values stay within the range you decide.

Here’s how:

1. Head over to the Edit columns page in your workbook.
2. Find the field you’d like to add limits to.
3. Click the little gear icon to open Advanced options.
   
4. Under Validation rules, you’ll see two ways to set limits:
   • 🗿 Static limits: Enter a fixed minimum and/or maximum number directly into the fields.
     • Example: Minimum = 10, Maximum = 100. This means values must always fall between 10 and 100.
       
   • 🤖 Dynamic limits: Instead of typing in numbers, you can link the limit to another field in your workbook.
     • Example: Use a “Promotion Limit” field as the maximum for “Promotion Increase.” In this setup, the “Promotion Limit” field has a formula:
       • If Promotion = TRUE, the limit is 10,000.
       • If Promotion = FALSE, the limit is 0. So the maximum allowed value for “Promotion Increase” changes automatically based on whether a promotion is active.
         
         
         
5. Hit Save to lock in your rules.

What Happens Next

• If someone tries to enter a value too low or too high, they’ll see an error.
  
• The system won’t let invalid numbers through — keeping your data clean and consistent.

🗑️ To remove limits, simply clear the numbers from the Minimum and Maximum fields for static values, or deselect the linked field in the dynamic section.