Add field validators

  1. On the Home page, click Data > Global Field Validators.

    The Field Validators page appears.

  2. To add a field validator, click Add for Field Validators.

    The Field Validator page appears with the configurations.

  3. On the Category list, select a category in which to save the validator.

    By default, the Category list shows your working category and displays all the field validators that are currently stored in the database for that category.

  4. Enter a unique Name for the field validator.
  5. On the Type list, select a validation method and configure.

    Available methods are:

    • Date

    • Regular Expression (default)

    • Standard

    See Validation methods for more information.
  6. To override the execution of validation rules when a field is not extracted confidently or has been modified, click Yes for Rule Makes Uncertain Extraction Results Valid. (Default: No)
  7. Click OK.

    The newly created field validator is added to the table.

Manage field validators

You can rename or delete a field validator.

  1. On the Category list, select the category to display the list of field validators.
  2. To rename a field validator:
    1. From the list of field validators, click the validator to rename.

      The Field Validator page appears.

    2. In the Name box, enter a different name for the validator.
    3. Click OK.

      The renamed field validator is added to the table. The changed name is reflected in all the fields that use the validator.

  3. To delete a field validator:
    1. From the list of field validators, click generic delete for the validator to delete.
    2. Click Yes to confirm deletion.
      The field validator is deleted.

      Note You cannot delete a field validator, if it is used in a folder type or extraction group field. You must un-assign the validator from all the fields where it is used before deleting it.