What are Validations?
Validations allow the back-end designer to limit the types of information that someone can enter into a text field. For example, a numeric validation prevents someone from keying any letters or symbols in a field; only numbers will appear in the text box. When validations give TAP additional information about the type of information submitted, TAP is also able to configure workflows with additional properties. For example, a text field validated as an “email address” type enables the back-end designer to turn that text box into a dynamic role – “get user data from form.”
To configure a validation:
- In the Form Builder, select a text box you would like to configure with a validation.
- Under Form Properties – Validation, select the radio button for the desired validation type (Email, Alphabetic, Numeric, etc), then click the Add validation button.
- Note that the form field now displays the validation property name (Alpha in this case) in the top right corner.
There are several types of Validation. Let’s walk through each one and discuss its benefits.
- The Currency validation ensures that the end user sees that what is keyed into the form field will have some sort of currency symbol associated with it. End users can include up to two decimal digits, and if no decimals are included, the system will “zero-fill” the decimal places.
- The Currency validation allows for two options: Either the back-end designer can designate the currency type that the end-user will enter, or the back-end designer can identify the default currency while allowing the end-user to change currencies if desired.
- To configure a mandatory currency field, after selecting the Currency validation and clicking Add Validation, you are prompted to identify the default currency (select the appropriate currency from the Currency Type drop down menu) and then select Single currency from the Selection Type drop down menu.
- To configure a dynamic currency field, after selecting the Currency validation and clicking Add Validation, you are prompted to identify the default currency (select the appropriate currency from the Currency Typedrop down menu) and then select Multi currency from the Selection Type drop down menu.
- Email validation ensures that the entered text includes an @ sign as well as a .com. If either of these required values is missing, the end user receives an error message asking them to enter an email.
- Email validation allows the back-end designer to configure the email-validated form field as a role. See Workflow Roles.
- Alphabetic validation ensures that the entered text contains only alphabetic letters – no numbers or symbols can be submitted.
- Alphanumeric validation ensures that all entered text is alphabetic or numeric – no symbols allowed!
- Numeric validation ensures that only numbers can be entered into a text field.
- After validating a text box with the Numeric validation, the end user can configure additional conditions at the stage and relationship setting. The comparatives available to someone who sets a condition on a numerically-validated field can include “Greater than,” “Greater or Equal to,” “Less than,” and “Less than” or “Equal to.”
Numeric Decimals Validation
- Numeric decimals validation ensures that only numbers and a specified number of digits after the decimal point can be entered into a text field.
- After validating a text box with the Numeric decimals validation, the end user can configure additional conditions at the stage and relationship setting. The comparatives available to someone who sets a condition on a numerically-validated field can include “Greater than,” “Greater or Equal to,” “Less than,” and “Less than” or “Equal to.”
Regular Expression Validation
- Regular expressions are special strings for describing or determining a search pattern – in other words, our Regular expression validation gives you the opportunity to create a custom validation that allows users to only enter a certain syntax. If you select the Regular expression validation, you can either define your own regular expression or use a pre-defined regular expression.
- To learn more about regular expressions, check out this link.
Phone Number Validation
- Phone number validation ensures that the end user enters information that fits the format of a 10 digit telephone number. Best practice for international phone numbers is to remove the validation and let users free type the number.
Social Security Number (SSN) Validation
- SSN validation masks the first 5 digits of the Social Security Nmber and encrypts the data.
- In the Audit trail, all characters for this form field are hidden. To view the full Social Security Number, users can “click to reveal” in the Audit trail.