Field Validation

How to use Field Validation in your Form.

With field validation, it is possible to prevent a user from progressing past a panel and submitting a form before they have completed all of the required questions. This will help prevent incorrect form submissions, reducing the need for business processes to be repeated.

 

There are four different field level validators:

 

Required Field

A Required validator can be applied to any field and will prompt a user to complete the field before submitting the form and/or progressing past the panel.  Failing to input anything into this field will prevent the field validating and will stop the user from completing the form. 

 

Field settings

 

Field UX

 

Maximum Amount / Minimum Amount

These validations are found on Number Fields and will throw an error message to a user that enters a numeric value that is less than or more than the allowed amount.  Having less than or more than the required number of characters in this field will prevent the field validating and the user from completing the form.

 

Field settings

 

Field UX

 

Maximum Character Limit / Minimum Character Limit

These validate short text fields and will throw an error message to a user that enters less than or more than the allowed number of characters.  Inputting a value that is more than or less than the allowed amount will prevent the field from validating and the user from completing the form.  It is possible to have both of these and the “Required” validators and a Mask on one field.

 

Field settings

 

Field UX

Another method of enforcing a character length is to use a Mask. Masks will prevent any form user from entering any characters beyond the allowed amount.  Below is an example of a field being configured to require at least 5 characters but no more than 10.

 

Field settings

See the Mask page to learn more.

 

Panel Validation

To prevent a user from passing a panel without correctly completing a field, navigate to the Behaviors tab on your panel and select - be hidden until this one is completed.  This will prevent the user from scrolling beyond their farthest panel with unanswered fields.  

Note: You will need to do this manually for each panel that you want to behave this way.