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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.
| 1 | Go to Administration > List Management > Validation Sets. |  |
| 2 | Upon entering the Domain all existing validation sets will appear. |  |
| 3 | To create a new validation set, click on the New Validation Sets box on the top of the page. |  |
| 4 | Fill in the following fields to create a 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. 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. |