Validation ensures that answers or choices entered into a form field meet predetermined requirements. These criteria are specified within the field on the form template.
If data entered does not meet validation requirements during completion, the form can be withdrawn if the workflow stage owner is the assignee, or rejected if the owner is anyone else. Once withdrawn or rejected, the form is marked as failed and will not proceed further through the workflow.
During completion, fields that meet validation requirements display a green tick, while fields that fail validation or remain incomplete show a red exclamation mark.
To learn how to apply validation to a field in a form template, watch the video or follow the steps below.
Switch to admin view.
Click Tools, then select Template Hub.
Click Form Templates, then search for and select the relevant form template.
Click the Layout tab.
Click the relevant field.
Select validation requirements.
Click the green tick to apply changes.
Field types supporting validation
Not all field types allow validation. The below table lists which field types allow for validation and how it can be used.
Field | Details |
Date Input | Use the drop-down menus to set the number of years and months the date entered must fall within. |
Selection using a list/radio buttons/checkboxes | Select which choices count as valid and which are invalid.
|
User data | The following personal custom field types can use validation.
Follow the steps for Date Input or Selection using a list/radio buttons/checkboxes above to apply validation. |
CPD status | The user must meet the CPD requirements for the applied scheme in the period selected in the Option dropdown menu.
Click on the Options drop-down to select one of the below.
|
Mandatory Training | The user must have completed all mandatory training assigned to the user for the category chosen in the mandatory training category drop-down menu within the specified date range.
Click Range to select the number of months. |