Define a custom validation form for a class

The default validation form is very simple and adds the fields to the form in the same order they are added during extraction configuration. Defining a custom validation form enables users to rearrange the physical layout, change field labels, change field behavior, localize field labels, and many other customization settings.

For example, you can group related fields into a labeled box, localize a form so it can be processed by users who speak different languages, or make validation easier by providing a predefined list of field options by using a list.

You can define a custom validation form for a class by following these steps:

  1. Open the Project Tree window if it is not already open.
  2. Expand the Project Tree and select the class where the validation form is to be configured.
  3. On the Design tab, in the Validation Form group, click Customize.

    The Validation Form Layout window is displayed. In the default layout, the form contains several areas. These are the Classification and Extraction Result Fields pane that shows the fields, the Document Viewer, and an InPlace editor that shows field content.

    Note If your project is configured for multiple validation steps, you can configure a different validation form for each step.
  4. Customize the default validation form layout by adding, moving, or removing elements on the form.
  5. Optionally, define script events. For example, if you add a button to the form, define the click events for the button.
    1. On the Tools menu select Script Wizard to open the wizard.
    2. Select the validation event in the list.
    3. Select the fields or controls that require script code. Appropriate code is generated based on your selections.
    4. Click Select and Copy.
    5. Click Show Script to open the Script Code window.
    6. Select Edit, and select Paste from the shortcut menu to insert the sample code. Edit the code as needed.

      To compare the DoubleValue property of two fields, you cannot use the "=" sign. Instead, use the following:

      abs (field1.doublevalue – field2.doublevalue) < 0.02

    7. Close the Script Code window.
    8. In the Script Wizard, click Close to save the script and to return to the validation form.
  6. Define the class General Properties.
  7. Test the validation form for different screen resolutions to check whether the fields fit. For example, select 800 × 600 from the Size menu to display the form for that resolution.
  8. Select Close from the Window menu to save the settings.