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Validation

Validation: Text

When Text is selected, the following options are available: 

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The options available when the field Type is set to Text are described in Table 49.
Table 49. Terminology: CFT Editor – Validation: Text

Term

Meaning

Override default validation properties

When selected, the default Text validation properties are overridden.
When cleared, the default Text validation properties are used. When Override default validation properties is selected, the Validation option must be set to either Use Validation lengths and values or Use Allowable values.

Validation

Select the Validation by selecting an option from the drop-down list:

Use allowable values – a window is displayed enabling you to enter a list of values. The validation process ensures the Custom Field Type has values from this list only. See Table 54.
Use validation lengths and values – a number of additional settings are displayed. See the options described below.

Minimum length

When selected, enter the minimum number of characters in the text string. This defines the minimum length of a valid text string for this field.
When cleared, a text string has no minimum length defined.

Maximum length

When selected, enter the maximum number of characters in the text string. This defines the maximum length of a valid text string for this field.
When cleared, a text string has no maximum length defined.

None

Leading zeroes are not removed and leading spaces are not converted to zeroes.

Strip Leading Zeroes

When selected, if the text string starts with one or more zeroes, these are removed.
When cleared, no action is taken when the text string starts with one or more leading zeroes.

Convert Leading Spaces to Zeroes

When selected, if the text string starts with one or more spaces, these are converted to zeroes.
When cleared, no action is taken when the text string starts with one or more leading spaces.

Regular Expression mask

When selected, enter a regular expression in the text box provided. Or click the icon to display the Regular Expression Generator window. See “Custom Field Type for Postcodes” for an example showing the Regular Expression Generator.

When cleared, regular expressions are not used to define a valid string. Any entered regular expressions are removed from the box when this option is cleared.

Test Validation Settings

Click to open the Test Validation Settings window and test the validation settings you have entered are correct. See “Test Validation Settings” for details of the available options.

Index Field Value Transformation

Index Field Value Transformation is provided to enable you to manipulate data that might not pass validation. See “Index Field Value Transformation” for details.

Note: The use of these controls enables you to configure precise validation criteria for the Custom Field Type. However, care should be taken when using a Regular Expression mask in conjunction with the other validation properties.

Validation: Currency

When Currency is selected, the following options are available:

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The options available when the field Type is set to Currency are described in Table 50.
Table 50. Terminology: CFT Editor – Validation: Currency

Term

Meaning

Override default validation properties

When selected, the default Currency validation properties are overridden.
When cleared, the default Currency validation properties are used. When Override default validation properties is selected, the Validation option must be set to either Use Validation lengths and values or Use Allowable values.

Validation

Select the Validation by selecting an option from the drop-down list:

Use allowable values – a window is displayed enabling you to enter a list of values. The validation process ensures the Custom Field Type has values from this list only. See Table 54.

Use validation lengths and values – a number of additional settings are displayed. See the options described below.

Minimum value

When selected, enter the minimum value for the Currency that is valid.
When cleared, the Currency has no minimum value defined.

Maximum value

When selected, enter the maximum value for the Currency that is valid.
When cleared, the Currency has no maximum value defined.

Non zero

When selected, only non-zero values are valid.
When cleared, the value zero is valid (as well as non-zero values).

Test Validation Settings

Click to open the Test Validation Settings window and test the validation settings you have entered are correct. See “Test Validation Settingsfor details of the available options.

Index Field Value Transformation

Index Field Value Transformation is provided to enable you to manipulate data that might not pass validation. See “Index Field Value Transformation” for details.

Validation: Whole Number

When Whole Number is selected, the following options are available:

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The options available when the field Type is set to Whole Number are described in Table 51.
Table 51. Terminology: CFT Editor – Validation: Whole Number

Term

Meaning

Override default validation properties

When selected, the default Whole Number validation properties are overridden.
When cleared, the default Whole Number validation properties are used.
When Override default validation properties is selected, the Validation option must be set to either Use Validation lengths and values or Use Allowable values.

Validation

Select the Validation by selecting an option from the drop-down list:

Use allowable values – a window is displayed enabling you to enter a list of values. The validation process ensures the Custom Field Type has values from this list only. See Table 54.

Use validation lengths and values – a number of additional settings are displayed. See the options described below.

Minimum value

When selected, enter the minimum value Whole Number that is valid.
When cleared, there is no defined minimum value for the Whole Number field.

Maximum value

When selected, enter the maximum value Whole Number that is valid.
When cleared, there is no defined maximum value for the Whole Number field.

Non zero

When selected, only non-zero values are valid.
When cleared, the value zero is valid (as well as non-zero values).

Test Validation Settings

Click to open the Test Validation Settings window and test the validation settings you have entered are correct. See “Test Validation Settings” for details of the available options.

Index Field Value Transformation

Index Field Value Transformation is provided to enable you to manipulate data that might not pass validation. See “Index Field Value Transformation” for details.

Validation: Date and Time

When Date and Time is selected, the following options are available:

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The options available when the field Type is set to Date and Time are described in Table 52.
Table 52. Terminology: CFT Editor – Validation: Date and Time

Term

Meaning

Override default validation properties

When selected, the default Date and Time validation properties are overridden.
When cleared, the default Date and Time validation properties are used.
When Override default validation properties is selected, the Validation option must be set to either Use Validation lengths and values or Use Allowable values.

Validation

Use validation lengths and values – a number of additional settings are displayed. See the options described below.
Use allowable values – enables you to enter a list of values. The validation process ensures the Custom Field Type has values from this list only. See Table 54.
Use an expression – enables you to enter date and time keywords and operators to ensure the date falls within a specified range. See the option described below.

Minimum date and time

When selected, click the button and select the earliest Date and Time that is valid.
When cleared, no minimum Date and Time is defined.

Note: This option is used only when Use validation lengths and values is selected.

Maximum date and time

When selected, click the button and select the latest Date and Time that is valid.
When cleared, no maximum Date and Time is defined.

Note: This option is used only when Use validation lengths and values is selected.

Expression to be used for validation (Indexing keywords, for example)

Enter an expression, using date and time keywords, to be used to validate the date and time field. For example, for a day accuracy field, to ensure the date is only today’s date or yesterday’s date enter:

#today [OR] #yesterday
Alternatively, for a year accuracy field, to limit dates to no earlier than 10 years ago, enter:
>#now (-10 years)
A full list of valid date and time keywords, see “Date and Time: Keyword Syntax”.

Note: This option is used only when Use an expression is selected.

Test Validation Settings

Click to open the Test Validation Settings window and test the validation settings you have entered are correct. See “Test Validation Settingsfor details of the available options.

Index Field Value Transformation

Index Field Value Transformation is provided to enable you to manipulate data that might not pass validation. See “Index Field Value Transformation” for details.

Test Validation Settings

The following options are not applied when the validation settings are tested:

  • Strip Leading Zeroes
  • Convert Leading Spaces to Zeroes

The options available when the Test Validation settings button is clicked are described in Table 53
Table 53. Terminology: CFT Editor – Test Validation Settings

Icon

Meaning

Enter the values to test

Enter the values you want to test in the text box. To enter multiple values, put each new value on a new line.

Test Validation

Click the Test Validation button to test whether the values entered in the text box pass or fail the configured validation settings.

Values

Lists each of the values entered in the text box. An icon is displayed which indicates whether the value passed (a green icon) or failed (a red icon) validation.

Validated

Failed – the value failed validation. The value does not meet the configured validation requirements.
Passed – the value passed validation. The value meets the configured validation requirements.

Close

Click Close to close the Test Validation settings window and return to the Custom Field Type Editor.

Use Allowable Values

The icons available when Use Allowable values is selected are described in Table 54.
To use the Allowable Values for Searching, make sure the Search Parameter Choices is set to Use Linked Field’s allowed values.

Table 54. Terminology: CFT Editor – Use Allowable Values

Icon

Meaning

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Add Value. Type the Allowed value in the text box and click the

Add Value button.

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Edit Value. Select the Allowed value in the Allowed Values list, edit the value and click the Edit Value button.

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Delete Value. Select the Allowed value in the Allowed Values list and click the Delete Value button.

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Import Allowable Values.

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Select From a text file to import the Allowable Values from a text file. Browse to the text or CSV file containing the list of Allowable Values and click Open. Select the Delimiter used in the selected file (the Delimiter is the character used to separate the individual values in the file) then click OK.

Select From the clipboard to import the Allowable Values from the contents of the clipboard. Select the Delimiter used to separate individual values and then click OK.

Valid values are imported to the list. Invalid values, that is, values which do not match the Base Field Type for the current field, are not imported.

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Export Allowable Values. Click Export to open a Windows directory navigation pane. Enter a name for the text file in which you want to save the allowable values and select a folder in which to save the text file. Click Save the text file, or Cancel to exit without exporting the allowable values to a text file.

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Click once to move selected value up one position in the list.

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Click once to move selected value down one position in the list.

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Sort the Allowable Values entries alphabetically. Use this button if you want the entries to be sorted alphabetically. However, if you want the entries to remain in the order in which you entered them (for example, days of the week) then do not use this button.

Index Field Value Transformation

Caution: This feature is for advanced DataStore®DSX users.

Index Field Transformation is provided to enable you to manipulate data that might not pass validation. For example, consider you have a document in which the date is stored as 05072005. This, in its current state, is not a valid date. It needs to be transformed so it’s displayed as 05/07/2005.

Note: Transformations can be applied to Content fields only. That is, Transformations are not available for manually entered field values.

The options for Field Value Transformations are described in Table 55.
Table 55. Terminology: Custom Field Type Validation Field Value Transformations

Term

Meaning

New Format

Click to create a new Custom Format. The Custom Format Editor is opened.

Edit

Click to edit the selected Format. The Custom Format Editor is opened.

Delete

Click to delete the selected format.

Test Format

Enter a string in the text box beside the Test Format button. Click the Test Format button to test how the string is transformed with the transformation mask. A window is displayed indicating whether the transformation was successful. If the transformation was successful, a window is displayed showing the output string.

The options for the Custom Format Editor are described in Table 56.
Table 56. Terminology: Custom Field Type Field Validation Custom Format Editor

Term

Meaning

Mask to match index field

Enter a Regular Expression mask to define how the string should be split in to components. In the above date example, this would be (\d{2})(\d{2})(\d{4}).

Format to transform value

Enter the order of the components and any separators you want to use. In the above date example, this would be {0}/{1}/{2}.

String to be tested

Enter the string to be tested. In the above date example, this would be 05072005.

Test Custom Format

Click the Test Custom Format button. A window is displayed indicating whether the transformation was successful. If the transformation was successful, the output string is displayed.

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