Validating field input
Ensure that the user input on a form meets the required conditions before the case moves to the next step in the life cycle. By validating field input, you check whether the data values that users enter are valid and whether the system can process the information correctly. For example, you can ensure that the customer provides their name and address before placing an order.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the Case life cycle section, select the step to which you want to apply the validation condition.
- In the Step pane on the right, on the General tab, click Configure view.
- Optional: To ensure that the user enters a value in a field before submitting the form, set the
field as Required.
- In the view configuration window, on the Fields tab, locate the field that you want to set as Required.
- In the Options list for that field, select
Required.When the user tries to submit the form without a value in a required field, an error message appears.
- In the view configuration window, on the Validations tab, click Add condition.
- Optional: To display an error message when the validation fails, in the Message field, enter the text of the message.
- Define the validation conditions for a field on the form:
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
- Optional: To create a condition with multiple validation parameters, add a logical operator to
the condition:
Choices Actions Ensure that the condition passes when all properties meet the criteria - On the right side of the row, click the Add a row icon.
- In the operator list, select and.
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
Ensure that the condition passes when either property meets the criteria - On the right side of the row, click the Add a row icon.
- In the operator list, select or.
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
- Optional: To define more validation conditions, repeat steps 6 through 9.
- Click Submit.
- 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.
Previous topic Prioritizing information in tables Next topic Validating field input in complex scenarios