Creating Forms Validations
Introduction
Before submitting any data, double-check that you have completed all the mandatory form fields in the correct format. This process is known as form validation, which ensures that the information provided meets the specified criteria.
For example, if the phone number field requires a specific format, such as xxx-xxxx, you should enter the data in that format. Similarly, if you are asked to provide an email address, it must follow the specified format. Additionally, ensure you do not leave any required field blank or incomplete.
Locating the Form Field Name
How to Create an Individual Validation
The approach for creating form validations varies based on the specific task.
Example #1: Creating Validations Using a Specific Work Item Form
Example #2: Creating Validations in the Validations Domain
How to Create A Validation Set
Associate a group of validations with a specific form or form type. It simplifies the whole process.
Step-by-Step Example
Audience: Business Analysts, Configuration Analysts, Forms Teams
Functionality: Form validations provide BDs the ability to control what the Advisor must fill out in a form before the form proceeds to the next step (eSign, wet signature, etc.).
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