Creating Field Level Validations

How to create a field level validation

Validations allow you to configure field-level validations for most input types that require user input. You can choose whether a validation should block a form submission or simply display an informational message. You can also customize alert messages to guide users during form completion.

To access validation options, click on an input to open its slider and expand Validations.

Validation options include: 

  • Type: Select the type of validation:

    • Prevent Submission – Blocks the form from being submitted until the condition is met.

    • Informational – Shows a message but still allows the form to be submitted.

  • Condition: Set the rule or logic that must be met for the input to pass validation.

  • Alert Message (Alert when not met): Enter the message users will see when the validation fails. Messages are not auto translated, so write them in the language your users will understand. Write clear and specific alert messages so users know exactly what needs to be corrected before they can submit the form.

  • Click Delete Validation to remove the validation you've configured for the input.

Example 1:
A validation is set to trigger if the claim date entered is later than the insured date. In this case, a message appears, and the user must correct the error before the form can be submitted. This ensures errors are caught and resolved immediately.

Example 2:
A validation is used to flag unusual activity without preventing submission. For instance, if a typical workday is 8 hours, you might alert users when more than 8 hours are entered. The form can still be submitted, but the warning helps reduce potential data entry mistakes and may prompt a review or approval process.

Fields that have validations assigned are indicated in the form designer.

In the app, a validation error badge appears at the top of the page with the total of form errors. Click the badge to display the errors.

In addition, a field/table's border and the alert text color are red when a validation is set up to prevent a submission. The field/table's border displays yellow when the validation is for informational purposes only.