Validations Overview

Validations are used to control user input to a field. These may be fields on a form or they could be filter fields for a dashboard or report.

Validations define both the method of control (the validation type) and the possible values (validation values).

• Validations are created from the Validations Dashboard 

• This page can be accessed from the Configuration workbench. From the menu, select 'Config Workbench' under the 'Administration' section.

• From the configuration workbench, select 'Validations' from the 'Forms and Workflow' section.

• Validations can be deactivated if they are no longer required.

• Navigate to the Validations Dashboard and click on the validation to be deactivated.

• Untick the 'Active' flag.

• This will not remove the validation if it is already in use, but will exclude it from the list when selecting a validation during configuration.

• Validations can be updated. Navigate to the Validations Dashboard and click on the validation to be updated.

• Changes to validations have no impact on the data in existing forms which may still reference the old values. To help determine the impact of changes, the Validation Editor includes a tab 'Used By' which shows all the places where the validation is used elsewhere in the platform.

• Validations can be deleted but all references to that validation must first be removed.

• Navigate to the Validations Dashboard and click on the validation to be deleted.

• In the Validation Editor check for dependent references by using the 'Used By' tab.

• If there are no dependencies click on the drop down menu next to the save button and select 'Delete'

• Validations can be deactivated which will prevent them being used on newly created fields and filters.

• Navigate to the Validations Dashboard and click on the validation to be deleted.

• Untick the 'Active' flag.

• This will not remove the validation if it is already in use, but will exclude it from the list when selecting a validation during configuration.