Adding validation to fields on a form

You can validate the values of single-value fields on a form. By using validation, you can prevent a case from moving to the next step in the life cycle when the user input does not meet the required conditions.

For example, you can ensure that a resume is attached before a user submits a job application.

1. Open a case type in Case Designer.

2. On the Life cycle tab, click an assignment.

3. Click Configure view.

4. Click the Conditions tab.

5. Optional: In the Message field, enter the text to display when validation fails.

6. Define the validation conditions for each field on the form by doing the following:

   1. From the Field list, select the name of a single-value field.

      You cannot validate the values of location, field group, time only, or data reference fields.

   2. Select a comparator from the Comparator list.

      The available comparators depend on the type of field.

   3. In the Value field, enter a value to compare with the user input.

7. Click Add condition and repeat the previous step to define more validation conditions.

8. Click Submit.

At run time, all validation conditions are evaluated. If any condition fails, an error message is displayed, and the form is not submitted until the user corrects the invalid fields.

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