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For specific forms or form types, for instance, you can associate a group of validations. This is not a requirement but tends to be easier to manage.

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Rw ui steps macro
Rw step

Go to Administration > List Management > Validation Sets.

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  Validation Set List Domain

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Rw step

Upon entering the Domain all existing validation sets will appear. 

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  Existing Validation Sets

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Rw step

To create a new validation set, click on the New Validation Sets box on the top of the page.

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New Validation Set

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Rw step

Fill in the following fields to create a validation set.

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Creating a New Validation Set

Field

Description

Description: 

Name of Validation Set

Validation Set Condition: 

A condition that determines which set(s), if any, will be considered.

Optional:

If flag set to No, this validation set MUST be completed before moving through the workflow.  If set to Yes, an error message will appear but the advisor will still be allowed to continue.

Note

Please Note: This flag will supersede any flags set on the single validation.

Validations:

Validations that are included in the set

Validation Sub-Set: 

A way to group sets of validation sets. Another level of managing validations.

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