Actions and validations

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Actions and validations

Overview

Actions & Validations wizard manages two features in Forms: one, Actions control the behavior of all attributes included in the form, two, Validations send error messages to end users when data entered does not comply the business requirements.

 

Based on validation conditions, the wizard will evaluate what actions to take and what error messages to display.

The Actions and Validations defined apply for each form independently. The wizard is found on the Ribbon of the Forms Designer.

 

Controls behavior1

 

We recommend using Actions and Validations to manage your form's behavior. They boost the performance in execution and are simple and intuitive to create and maintain.

 

Actions

Actions can be executed over one or many controls included in the form to:

Change format (background color, text color)

Define visibility

If controls are read only or editable

If controls are required or not

Refreshing control's content

Cleaning control's content

Setting an exact value

Setting a minimum or maximum value

Collapse or expand groups

Set tabs to be active

Execute a rule

Execute an interface

 

 

Validations

Validations display (throw) validation messages to the end users when defined conditions are met.

 

note_pin

Actions and Validations are not supported in Add forms of Search controls.

 

Options

Actions/Validations share creation and edition options described below.

 

Add option to create new Actions/Validations is always available.

 

Search

Search options helps the user filter and find the Actions/Validations related to a specific control. To search just type the control’s name or a part of its name, and press enter with at least three letters.

 

In Actions tab, the Search presents three additional filtering options to let the user search the desired control in the conditions (When), in the main Actions (Then), and/or in the actions when the condition is not met (Else). In Validation tab, the search is only performed in the Conditions, so the filtering options mentioned are not presented.

The search performed by the control is not case sensitive.

 

Controls behavior9

 

Enable/Disable all Actions or Validations

This option allows the user to enable or disable all Actions or Validations at the same time. The default value for both is YES, that is, they are enabled.

Non of the Actions or Validations will execute in the Work portal and their color changes to light gray.

 

Controls behavior10

 

Element's toolbar

Each Action or Validation has a small toolbar that applies to the specific Action/Validation. This toolbar is located in the upper right corner of each Action/Validation.

 

Controls behavior11

 

The following table explains the behavior of each option:

 

NAME

ICON

DESCRIPTION

Edit

Controls behavior12

Opens the Actions/Validation editor to edit the Action or Validation.

Delete

Controls behavior13

Deletes the current Action/Validation.

Disable/Enable

Controls behavior14 When enabled

Controls behavior15 When disabled

Changes the state of the current Action/Validation.

If Enabled the Action or Validation will execute in the Work portal. If disabled the Action or Validation  will NOT execute.

Move up

Controls behavior16

Moves the Action/Validation up on the list of Actions and Validations.

Actions/Validation are performed in order that they appear on the list.

Move down

Controls behavior17

Moves the Action/Validation down on the list of Actions and validations.

Actions/Validation are performed in order that they appear on the list.