Add field validation rules for a folder type

Validation rules control the structure of folders. Folder validation ensures that all folder fields contain valid data with respect to the user requirements. A validation rule uses a validation method that automatically checks algorithms.

You can use different validation methods in a validation rule.

  1. On the Home page, click Data > Folder Type Add Folder.
    Create a new folder type, or edit an existing one.
  2. Select the Folder Type for which to add a field validation rule, and click the Field Validation tab.
  3. Click Add Add for Validation Rules.

    The Validation Rule page appears with the configurations.

  4. Enter a Name for the field validation rule.
  5. On the Type list, select the validation method and configure the rule. See Validation methods for more information.
  6. Click OK.

    The Validation Rule page appears.

    Please note the following:

    • Each item in the rule must pass and in the following order.

      1. Formatters associated with a field.

      2. Rules associated with the single fields.

      3. A multi-field rule that a field is involved in. For example, business rules that use more than one field as input.

        Note A multi-field validation rule cannot be associated directly with a field. These rules exist at the folder level and are executed based in the order they are defined (they can be reordered as necessary). The multi-field validation rules defined in the parent folder type are not inherited to the child folder types.
    • If the rule fails, every field associated with the rule is marked as invalid.

  7. Click Save.