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.

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).

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).

Depending on which option you selected, a new window opens.

Option 1: Show All Validations

This allows you to copy/paste and update the fields you need for the new validation.

Option 2: Create a New Validation

This allows you to create a validation from scratch. Click Save when finished.

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 whether there is a form you want to exclude.

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.

• Select validation from the Quick select dropdown (1) or

• Click Add New (2) to create a new one.

Go to Administration (1)and search for Validation Sets (2).

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Click New Validations Set.

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Fill out the fields in the Details (1), Validation Sub-Set (2), and Validations (3) sections.

Details

Validation Sets Detail Field	Description
Description	Name of the Validation Set.
Validations	Validations, included in the set.
Validation Set Condition	A condition that determines which form(s), if any, to include.
Optional	If the flag is set to No, completing this validation set is mandatory before proceeding with the workflow. If the flag is set to Yes, an error message will appear, but the advisor will still be allowed to complete it.
Reason for Adding/Changing	Enter a meaningful reason for adding (or changing).

Validation Sub-Set

To add an existing validation set to this Validation Set, click +Add and select a validation set from the list.

Validations

To add an existing validation to this Validation Set, click +Add and select a validation from the list.

Create Work Item.

Open 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), and 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.

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 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).

Click Submit when finished.

Tip

Example In the process of transitioning from eSign to Wet Sign, we usually make use of Sub-Sets. Before eSigning, we ensure that all validations are cleared. The person handling the Wet Sign case may need to meet the client, but may not have all the necessary data. For this reason, we need to allow the printing of forms despite incomplete validations. Consolidating multiple sets into a single Sub-Set for a vendor is recommended to maintain a cleaner structure.

Go to Administration > Transition Validations.

Click New Transition Validations to create a new record.

Enter (Save) in the Namefield. Select the appropriate Task Node.

The default value for Transition Validations is Advisor Review. In this location, advisors create Work Item packets for processing.

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Verify the new validations for the selected field of the initial form.

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Update the field and click the Save icon. If the save is successful, the red validation message disappears.

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Repeat these steps for each validation on the form.