Configure validation rules on document fields to determine whether a field is valid or invalid. You can associate multiple validation rules with a document field, and also associate global or local field validators to a document field.

If any field in a table is set as hidden or read-only, you may not be able to complete a validation activity. This is because, when you add a row to a table, all the cells including any hidden or read-only cells in that new row are marked as invalid. As a result, the table is not marked as valid and you cannot complete the Validation activity.

If you want to hide fields from one user but display to others, you must do either of the following:

Configure validation for document fields

  1. On the document type field group, select the field for which to configure a validation rule.
  2. In the properties panel, click the Validation tab.
  3. A child document type inherits a field group with all its fields including the properties from the parent document types. Select Override parent rules to override the parent document type rules. (Default: Clear)

    Note This option is only available for inherited document fields.

  4. To manually validate a field, select Require manual field confirmation. (Default: Clear. The default value is based on the parent value, but can be overridden.)

    Note Validating a field manually is useful if the contents of the field must be accurate with no margin for error.

  5. To allow a field to be always valid, select Always valid. (Default: Clear. The default value is based on the parent value, but can be overridden.)
  6. To add field validators, do the following:
    1. Click for Validators.

      The Add field validators dialog box is displayed.

    2. Add the local and global field validators as needed.

      Click Add all on the Local field validator tab or Global field validator tab, to add all the validators from the respective tabs.

      The selected validators appear in the Selected items box.

      To remove a validator, in the Selected items box, click for the validator to delete. To delete all validators, click Remove all.

    3. Click Done.

      The field validators appear in the table. You can delete a field validator from the table.

  7. To change the order in which TotalAgility executes validation rules, use the  icons.

    At runtime, the validation rules are executed based on the order specified.

  8. Save or release the extraction group.