Actions and validations

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Actions and validations


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.




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.



We strongly suggest you avoid using actions and validations on global and summary forms, they will not work properly and may cause errors.


Similarly, bear in mind that Actions and Validations are not supported on Widgets controls, nor Add forms of Search controls.



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



As a good practice, we recommend that if you choose to use actions to control visibility, all visibility definitions must be done with actions.



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



Actions/Validations share creation and edition options described below.


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



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.




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.




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.




The following table explains the behavior of each option:







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



Deletes the current Action/Validation.


Controlsbehavior14 When enabled

Controlsbehavior15 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


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


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

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