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You will need to create separate rules for each field that you want to have validations.
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Go to Administration > List Management > Validations. |
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All existing validations will appear. |
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To create a new validation, click on the New Validations button on the top of the page. |
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Fill in the fields on the Details page to create a validation. |
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Name
Name: Validation instructions for a specific field |
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Message: Message that will appear to the left of the form should a validation not be met |
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Code: Set as default to SQL. |
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Forms
Forms: Determine to which forms this field/rule should be applied, if unique |
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: Field Name As explained in Understand Form Field Name section above |
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: This provides different Font size, text color, background color, etc. (see appendix) |
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: If flag set to No, this validation MUST be completed before moving through the workflow. If set to Yes, an error message will appear |
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but the advisor will still be allowed to continue. |
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: The SQL expression used to validate the field. (see Appendix for common examples). |
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Priority
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Priority: Determines the order of the validation as it appears on the left-hand side |
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