Restricting user input in a field
Configure fields in your data model to define the way that they store or display information to help users provide data in a format that is required in your business scenario. As a result, you minimize the risk of providing erroneous data and improve quality of case processing.For example, you can create a calculated field that automatically sums up values in a case. Consequently, you increase a level of automation in your case type and accelerate processing of cases. You can also implement validations to ensure that users enter data in a correct format.
Explore the following articles to learn more about solutions that you can use in your case types:
- Creating a calculated field
Save time and improve the accuracy of the information in your case processing by creating a calculated field that automatically returns a value based on the input data. For example, you can create a field that calculates a length of stay at a hotel based on arrival and departure dates that a user provides.
- Validating field values on a form
Ensure that users enter valid data on a form before the case moves to the next step in the life cycle. By validating field values, you prevent processing errors and speed up the case resolution process. If the data that the user enters on a form at run time meets the condition in a validate rule, the application displays an error message.
- Validating field input in complex scenarios
Create validation rules to check whether the data values that users enter meet specific criteria, and whether the system can process the information correctly.
- Adding a validation rule to a flow action
Ensure that the data that your users provide meets the conditions that a case requires in order to go forward. By assigning validation rules to flow actions, you can prevent users from entering information that your application cannot process, and reduce the number of processing errors.
- Validating character patterns
Check whether the input that your user provides is relevant. By verifying character patterns with edit validate rules, you can ensure that the data that users enter into forms matches the field requirements, and reduce the number of processing errors.
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