Welcome > Data module > Extraction groups > Add fields to a field group > Configure validation for document fields

Configure validation for document fields

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

If any fields in a table are set as hidden\read-only (Validation form>Table>Extended Properties>Column), then it can possibly prevent a user from completing a Validation activity. The reason is that when a user adds a row to a table, all the cells in that new row are marked invalid (including any hidden or read-only cells). As a result, all the visible cells in the table do not mark the table as valid and the user is not able to complete the Validation activity.

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

  • Define the hidden field as ‘Always Valid’.

  • Define validation rules that run during the ‘Add Table Row’ event that will set the valid flag as ‘true’ for hidden and read-only cells. See Add field validation rules for a document type.

  1. On the Document field group, select the field.
  2. 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. To override the parent document type rules, click Yes for Override Parent Rules. (Default: No)

    Note This option is only available for inherited document fields.

  4. To manually validate a field, click Yes for Require Manual Field Confirmation. (Default: No)

    This option is useful if the contents of a field must be absolutely accurate and there is no margin for error.

  5. To allow a field to be always valid, click Yes for Always Valid. (Default: No)

    Note The default values for the Require Manual Field Confirmation and Always Valid options are based on the parent values. However, you can override the values.

  6. For Validator Type, select either option:

    • Global: Displays the list of available global field validators.

    • Local: Displays the list of field validators created for a document type.

  7. To select the validation rules to execute, select the rules from the Available list and click Add Validation to move the rules to the Existing list.

    To remove a validation rule from the Existing list and move to the Available list, select the rule and click Remove Validation.

  8. To change the order of the validation rules, use or .
    At runtime, the validation rules are executed based on the order specified.
  9. Click Save.