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Introduction
Before you submit any data, make sure to double-check that you have completed all the mandatory form fields in the correct format. This process is called form validation, and it ensures that the data you provide meets the specified requirements.
For example, if the phone number field requires a specific format, such as xxx-xxxx
, you should enter the data in that format. Similarly, if you are asked to provide an email address, it must follow the specified format. Additionally, ensure that you do not leave any required field blank or incomplete.
Locating the Form Field Name
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You will need to capture the name of each fillable field that has added validations. To identify the Form Field Name, create a Work Item and add the forms to that request. Open the form. It is displayed in the Docupace HTML5 viewer.
The easiest way to do this is to use the Admin tool. Click the Admin icon. Form fields will appear with color backgrounds. Note: Green background means fields are mapped correctly. Red means that the BASE field name is missing.
Right-click the Form Field (1), and select Validations (2). Please note that the field name appears within parentheses. To copy the name, select the Copy Field Name (3). |
How to Create an Individual Validation
The approach for creating form validations varies based on the specific task.
Example #1: Creating Validations Using a Specific Work Item Form
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Go to Monitor (1) and open a Work Item (2) that contains the form.
Open the form (1), enter Admin mode (2), and navigate to the field you want to work with (3).
Right-click on the field, select Validation (1), and choose Show All Validations or Create New Validation (2).
Other options:
Click the Save icon (at the top of the form). |
Example #2: Creating Validations in the Validations Domain
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Go to Administration (1) and search for Validations (2).
Click New Validations.
Fill out the fields in the Details section.
Filling out the Forms section depends on whether the validation should apply to a specific form or all forms containing the field name in the "Form Field Name" section. Select a form from the Quick select dropdown (1) or click Add New (2) to create a new form and fill out fields in the Details section.
Similar to the Forms section, filling the Excluded Forms section depends on on whether there is a form you want to be excludedexclude. Note: You should include or exclude a form instead of duplicating it in both (Forms and Excluded Forms) sections.
In the Form Field Name section, the Form Field Name field is mandatory for creating a validation; without it, the validation won't work. You need to know for what form field the validation should apply. Click Add and enter the field name.
The Add to Validation Sets section is mandatory. Without it, the validation process will not be successful. The data will be used in a Transition Validation. This is typically done when creating the validation.
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How to Create A Validation Set
Associate a group of validations with a specific form or form type. While it is not a requirement, it can be beneficial to opt for it as it can simplify the It simplifies the whole process.
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Go to Administration (1)and search for Validation Sets (2).
Click New Validations Set.
Fill out the fields in the Details (1), Validation Sub-Set (2), and Validations (3) sections. Details
Validation Sub-SetTo add an existing validation set to this Validation Set, click +Add and select a validation set from the list. ValidationsTo add an existing validation to this Validation Set, click +Add and select a validation from the list. |
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Create Work Item. Note: In the case of TA - load the Spreadsheet to create aWork Item.
Open the Form (1), enter Admin mode (2) and navigate to the field on the form (3).
Right-click the field name (1), select Copy Field Names (2), then select BASE Field Name (3).
Right-click again (1), select Validations (2), then select either Show Validations (3) or Create New Validation.
Select an appropriate validation from the list and click Copy.
A copy of the validation form will open. Fill out all necessary fields.
Note: [Optional] Change the Validation Details parameters if required.
Select Form (1) from the Forms list, and click Add (2) to add the selected Form to the validations list.
Click Add to add a Validation to a validation setValidation Set.
In the Validation Set Details form, enter the required data and click Submit when finished.
[Optional] In the Validation Sets window (Figure 7), select the Edit action for the Validation Set to access a list of validations for that set and make changes (Figure 9). Image RemovedNote: If you want to create a new Validation Set from scratch, the process would be similar. When creating a validation, you can either add an existing subset or create a new one.
Click Submit when finished.
Go to Administration > Transition Validations.
Click New Transition Validations to create a new record.
Enter The default value for Transition Validations is Advisor Review. In this location, advisors create Work Item packets for processing. Image RemovedNote: All additional sets will be added to this record.
Verify the new validations for the selected field of the initial form.
Update the field and click the Save icon. If the save is successful, the red validation message will disappear, indicating that your validation is correctly configured.
Repeat these steps for each validation on the form. |
Audience: Business Analysts, Configuration Analysts, Forms Teams
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Functionality: Form validations provide BDs the ability to control what the Advisor must fill out in a form before the form proceeds to the next step (eSign, wet signature, etc.). |
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