Help users enter data values in a valid format by preventing processing
errors when the users create or save a case. To save time, add validation on a case-wide level
instead of validating recurring fields on each individual assignment.
For example,
in a Hire a candidate case type, you design a user view that includes a Hire date field. To
ensure that users enter the date in a valid format, you add a validation rule for the Hire date
field. However, if you need to configure the same Hire date field in multiple assignments
throughout the case, you can add one validation rule for that field on a case-wide level that
applies to all the Hire date fields in the case.
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In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
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On the Settings tab, click
Validation.
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Click Configure next to the action for which you want your
application to validate user input.
Validation upon case creation is possible only for cases without the Create stage. If
your case type includes the Create stage, and you want to configure validation upon case
creation, configure validation on the next stage after the Create stage.
For more information, see The Create stage and Defining the entrance criteria for a stage.
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On the Create Validate form, in the Context section, in the
Add to ruleset field, enter the name and version of an unlocked
ruleset.
The default values in the Label and Apply
to fields must remain unchanged, so that the rule resolution can identify
the appropriate rules.
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Click Create and open.
Result: If you configure validation to occur when the user creates a case, the system
considers the Edit Validate: OnAdd rule form. If you configure
validation to occur when the user saves a case, the system considers the Edit
Validate: Validate rule form. You complete the rule forms in the same
way.
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On the Validate tab, in the Property
field, press the Down arrow key, and then select the property that you want to
validate.
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In the Conditions section, click Add to
set a validation condition:
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In the Validation conditions dialog box, in the
Select a function field, press the Down arrow key, and then
select a function to validate your property.
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In the entry fields that display after you select a function, specify the
parameters for your selection.
- Optional:
To display a custom message when the input value fails validation, enter the text
in the Message field.
- Optional:
To enable execution of the conditions defined for the property, and the addition of
multiple validation conditions, select the Enable conditions
check box.
If you clear the Enable conditions check box, you disable
the execution of all of the conditions defined for the property, as well as the
addition of multiple validation conditions.
- Optional:
To create a condition with multiple validation parameters, click Add a
row, repeat substeps 7.a through 7.b, and then add a
logical operator to the condition.
- Optional:
To require the user at run time to enter a non-blank value for the corresponding
property, select the Required check box.
If you select the Required check box and the user leaves
the field blank at run time, the system displays the Value cannot be
blank message.
- Optional:
To have the system continue evaluating subsequent properties, even if the current
evaluation fails, select the Continue validation check
box.
If you enable the check box for multiple properties, the user can view all
potential validation errors on one page.
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Click Submit.
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Click Save.