Field validation
Field validation rules ensure that all document fields contain valid data. A validation rule uses a validation method to determine if the value entered is acceptable.
You can configure post validation handling business rules to run wherever validation takes place, such as in a capture form, Transformation Server, and more. The document and list of fields being validated are handled based on the custom validation logic.
Add field validation rules for a document type
- Open the extraction group and select the document type for which to define a field validation rule.
- On the properties panel, click the Field validation tab.
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To add a validation rule, perform the following steps:
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Click
for
Validation rules.
The New validation rule dialog box is displayed.
- Enter the Name for the field validation rule, such as Percentage rule.
- On the Type list, select one of the following validation methods and configure.
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Click
Save.
Rule execution is based on the following order, where each item must pass successfully:
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Formatters associated with a field.
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Rules associated with single fields.
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A multi-field rule that a field is involved in. Example: A business rule that uses more than one field as input.
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A multi-field validation rule cannot be associated directly with a field. These rules exist at the document level and are executed based in the order they are defined but can be reordered as necessary. The multi-field validation rules defined in the parent document type are inherited to the child document types.
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When a business rule fails, every field associated with the rule is marked as invalid.
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If a business rule calls a CaptureDocumentService SDK API method in the context of a Classification or Extraction activity, the API method only has access to document data prior to any updates made by the activity.
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Click
for
Validation rules.
- Configure post validation handling so that some of the configuration settings, such as Always valid are ignored for the field. See Post validation handling.
- Click Save.