Administration Guide

Configuring Form Validation

If you want to check if data was entered correctly on your wizard-style Form, configure Form validation rules.

INFO: For details, see Form Validation.

For a dialog-style Form, Alloy Navigator checks the validation condition when the user clicks OK.

For a wizard-style Form, Alloy Navigator checks the validation condition when the user clicks Finish on the last wizard page. In addition to this Form-level validation, you can create individual validation rules for wizard pages. Alloy Navigator checks page-specific rules when the user leaves the page.

Configure validation for an Action Form as follows:

  1. From the Sidebar, navigate to Workflow and Business Logic > [Module] > [Object Class] > Workflow > Components > Forms.
  2. Double-click the Form. The [ActionFormName] dialog box opens.
  3. Click the Validation tab.
  4. Add validation rules as follows:
    1. Click New. The Validation dialog box opens.
    2. If your Form has the wizard style, you can choose at which level the rule applies:
      • To apply the rule to the entire Form, keep Form Level Validation selected. Alloy Navigator will check the validation formula or expression when the user completes the wizard, i.e. clicks Finish on the last page.
      • To apply the rule to a wizard page, click Page and select the page from the drop-down list. Alloy Navigator will check the validation formula or expression when the user leaves the page, i.e. clicks Next on that page.
    3. Under Condition, click Edit and configure conditions in the Criteria dialog box.

      INFO: For details, see Building Criteria.

    4. Under Message, select the message type (Error, Confirmation, or Information) and type the message text. You can insert a field or macro in your text by clicking Insert Placeholder.

      INFO: For details, see Inserting Placeholders.

      IMPORTANT: If you are creating a confirmation message, make sure that the message asks a simple Yes or Noquestion. For illustration, see the figure in Form Validation.

      Define additional validation rules, if needed. To change the execution order of rules, use Move Up and Move Down buttons. If you want to remove a rule, select it and click Delete.

  5. When done, click OK.