Form Validation and Workflow Edge Validation are used for verifying the input from users. These two validation tools are used in different scenarios.
Applies when saving the form or clicking any workflow edge button
Applies when clicking a specific workflow edge button
Click on a ‘form’ widget (in the Page Builder) or a workflow edge (in the Workflow Builder). Click “Workflow Edge Validation Settings” on the quick control panel to open the validation settings.
After configuring the validation settings, remember to click ‘submit’ to save the changes.
You can set this rule such that some blanks in the form must be filled in before the form passes through the relevant edge (edge validation)/undergoes an action (form validation).
To set this rule:
Click " " to select widgets in the form that you wish to set as compulsory to fill in.
Applicable
Applicable
A general rule is a rule that will be checked every time the form passes through the relevant edge (edge validation)/undergoes an action (form validation).
To set this rule:
Under the ‘General Rule’ tab, click ‘+New General Rule’.
Set up the condition. (Know More: Filter and Condition)
Enter an error message which will be shown to the user whenever the rule is violated.
Applicable
Applicable
A conditional rule is a rule that will be checked only when the form fulfills certain condition(s). If the condition(s) are not fulfilled, the rule will be ignored and skipped.
To set this rule:
Under the ‘Conditional Rule’ tab, click ‘+New Conditional Rule’.
Click to enter ‘Conditional Rule Setting’.
3. In the first step, set up the condition that will trigger this conditional rule. (Know More: Filter and Condition)
4. In the second step, set the required rule that checks the compulsory fields in the form.
5. Enter an error message which will be shown to the user whenever the rule is violated.
Applicable
Applicable
A uniqueness rule is a rule that avoids data records having the same value for a particular widget. This rule will check whether the input of all those widgets are unique among the data records.
To set this rule:
Under the ‘Uniqueness Rule’ tab, click ‘+New Uniqueness Rule’.
Click to select widget(s) from the form’s widget list.
Click again to close the list.
Enter an error message which will be shown to the user whenever the rule is violated.
Applicable
Non-applicable
The ‘Reference Table Rule’ tab appears only when the form has a reference table. A reference table rule checks whether all the data records in the reference table are at the state(s) selected in this rule before the form passes through the relevant edge.
To set this rule:
Under the ‘Reference Table Rule’ tab, click ‘+New Rule’.
Click ‘-- Reference table --’ to select a reference table.
Click to select workflow state(s) that all data records in the reference table must have been or are currently at).
Click again to close the list.
Uncheck if you want to keep the rule here without implementing it.
Enter an error message which will be shown to the user whenever the rule is violated.
Non-applicable
Applicable
Compulsory Checking
Optional Checking
Show Remark
Skip This Rule
This part of the style setting is only capable of “General Rule” & “Conditional Rule” of Form’s Validation.
Auto Checking
Before clicking action button represents as “Check after submission”;
After clicking the action button it represents “Check after modification”.
Compulsory Checking
Rule(s) will be checked when processing any action button, except “Discard”.
Compulsory Checking
Rule(s) will be checked after value modified.
Checked before checking edge validation.
Checked after form validation is fulfilled.
Widgets under ‘Following widgets should not be empty’ will appear with an asterisk (*).
Widgets under ‘Following widgets should not be empty’ will appear normally.