Note: Adding custom field validators will cause system post-to wizards to fail. If you would like to continue using system wizards AND apply validators, IQS recommends to utilize our form rule feature.
Only Users defined as System Admins, or Full Users with Admin roles assigned, can access the Main Form Definition.
Field Validators can ensure that records are saved with all required info. To add a Field Validator, click on the Cogwheel icon at the top right of the screen in any opened record to access the Form Definition.
You will then need to right click on the desired field you wish to set a validator for. From the dropdown menu that appears, select Validators.
Click on the “+” icon at the top right of the Field Validators window.
The Validation Failed Message field allows you to define a custom message to appear if the Validation fails.
The three checkboxes will define how the Validator performs.
- “Stop If Failed” will trigger when there are multiple validators for the same field and will not allow the user to leave the field if this validator does not return with an acceptable value. If the value adheres to only the first validator but not the second and so on then the new validator Failed Message and its acceptable value parameters will be displayed.
- “Stop On Error” will not allow the user to leave the field if the validator has failed.
- “Validate On Change” will only check the field when the field is changed or the record is saved.
When you have set the Field Validator up to behave in the desired manner you can click the Floppy Disk icon at the top of the window and close out of the Validator windows.
Note: It is best practice to save the Main Form Configuration after making any changes.