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You will need to create separate rules for each field that you want to have validations.

1

Go to Administration > List Management > Validations.

2

All existing validations will appear. 

3

To create a new validation, click on the New Validations button on the top of the page.

4

Fill in the fields on the Details page to create a validation.

Name 

Validation instructions for a specific field

Error Message 

Message that will appear to the left of the form should a validation not be met

Source Code 

Set as default to SQL.

Forms 

Determine to which forms this field/rule should be applied, if unique

Form

Field Name As explained in Understand Form Field Name section above

Style Sheet

This provides different Font size, text color, background color, etc.   (see appendix)

Optional

If flag set to No, this validation 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.

Expression

The SQL expression used to validate the field. (see Appendix for common examples).

Priority 

Determines the order of the validation as it appears on the left-hand side


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