Go to Administration > List Management > Validations.

All existing validations will appear.

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

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

note

Name: Validation instructions for a specific field

Name: Validation instructions for a specific field

note

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

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

note

Source Code: Set as default to SQL.

Source Code: Set as default to SQL.

note

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

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

note

Form: Field Name As explained in Understand Form Field Name section above

Form: Field Name As explained in Understand Form Field Name section above

note

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

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

note

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.

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.

note

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

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

note

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

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