Validation sequence

The following figure shows the validation process sequence in Server. This is the order in which the validation checks occur. After extraction, the field formatter and then the validation rules are processed for each field.

In the figure, the arrows show how the field state may change during validation checks. For example, a field formatter can keep the current field state or change a valid field state to invalid. However, the formatter cannot change an invalid field state to valid. A validation rule can only change a field state from invalid to valid when the Validation rule makes uncertain extraction results valid setting is selected.


An image showing the validation sequence and possible field states.
  1. The first step is to execute any field formatters. If any of these are not successful, the field is marked as invalid and an error message is displayed beside the field.

    The formatters ensure that the extracted text in a field is in the correct format before it is validated.

  2. If formatting is successful, all single field validation rules on the fields are executed, one at a time, until one fails.

  3. If single field validation is successful, all multi-field rules are retrieved for the document or folder and then each rule is executed, but only if any of its associated fields have changed or require validation. In this case, formatters are also run on any associated fields, if needed.

    If a multi-field validation rule fails then every field associated with the rule is marked as invalid.