Configure Validation Rules for an eForm

To configure validation rules for an eForm, do the procedure in this topic.

Figure: Validation Rule Builder screen

Validation Rule Builder screen

Video: eForm Builder Interface

Video: Salesforce Query and Second Form

Video: Form Designer Overview

Examples

Good to Know

  • Rules have 2 main parts:
    • Condition - The circumstances that trigger the rule. The When section of a rule specifies the conditions. Conditions have 3 parts:
      • Fields - One or more form controls that trigger or give the context for the condition.
      • Comparer - The operator to used to compare the two input values.
      • Rule Value - The value or variable that specifies the context for the rules.
    • Action - The results that occur if the conditions for the rule are true. The Then section of a rule specifies the actions.
  • In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

  1. Open eForm Builder.

    For information about how to open this screen, refer to eForm Builder screen.


    Eform Builder screen
  2. On the eForm Builder screen, click Sections.

    Click Form Sections
  3. On the General tab, add your sections, and click Validation Rule.

    Click Validation Rule

Procedure

  1. On the Validation Rule Builder screen, select when the rule applies in the form.
    Field Name Definition

    When

    Function:
    Specifies when to apply the rule in your eForm.
    Accepted Values:
    • All - The rule is applied when all the conditions are met.
    • Any - The rule is applied when any one of the conditions are met.
    • None - The rule is applied when all of the conditions are not met.
    Default Value:
    All
    Example:
    Refer to:
  2. Drag a form control from the Fields field to the rule screen.
  3. In the Comparer field, select the operator to compare the values in your rule.
    Field Name Definition

    Comparer

    Function:
    Specifies the operator to used to compare the two input values.
    Accepted Values:
    • is present
    • is blank
    • is equal to
    • is equal to (Ignore Case)
    • is not equal to
    • is not equal to (Ignore Case)
    • is greater than
    • is greater than or equal to
    • is less than
    • is lesser than or equal to
    • contains
    • contains (Ignore Case)
    • not contains
    • not contains (Ignore Case)
    • matches regex
    • files exist
    • files does not exist
    • does not contain data
    • contains data

    The operators available are different for different form controls.

    Default Value:
    is present
    Example:
    Refer to:
    Limitations:

    The contains data option is available in these releases:

  4. In the Rule Value field, enter the value to compare, or drag a process data variable from the Process Data screen.
  5. (Optional) Click Add Condition Add Condition icon to add more than one condition.
  6. Complete this field as necessary.
    Field Name Definition

    Conditions Failure Message

    Function:
    Specifies the message to show if the rule condition is not met during validation.
    To Open this Field:
    In Form Event field, select Validation On Submit.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Refer to:
  7. (Optional) Click Add Rule to add more than one validation rule.
  8. (Optional) If you want to see form controls from other sections on the eForm, deselect Show fields from current section only.