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Dynamic Forms: Individual Form Field Rules.

Learn how to configure optional validation rules for form fields. Validation rules are available for Currency, Date, Number, Text, and Text Area fields and can be configured individually for each field.

Written by Hylet Pistorius

When you create or select one of these supported fields, the Diagram Content Menu (DCM) opens on the right-hand side. A Rules tab will appear next to Properties.

The Rules tab allows you to configure optional validation rules for Currency, Date, Number, Text, and Text Area fields only. These rules are optional, configured individually and apply only to the selected field.

Currency

  • Minimum - sets minimum value that can be entered.

  • Maximum - sets maximum value that can be entered.

  • Integer only toggle:

    • If on, only whole numbers are allowed. If a decimal is entered, the field will be rounded up to the nearest whole number when submitting.

    • If off, decimals are allowed. When more than 2 decimals are entered, the field will be rounded up to 2 decimals when submitting.

Date

  • Minimum date with dropdown options:

    1. None.

    2. Absolute date. When selected, a second date field appears titled: ‘Minimum absolute date’. Contains a calendar, allowing user to choose date.

    3. Relative to today. When selected, a second number field appears titled: ‘Minimum offset (days)’.

  • Maximum date with dropdown options:

    1. None.

    2. Absolute date. When selected, a second date field appears titled: ‘Maximum absolute date’. Contains a calendar, allowing user to choose date.

    3. Relative to today. When selected, a second number field appears titled: ‘Maximum offset (days)’.

When date rules are set, only the allowed dates are enabled, indicating to users which dates are allowed.

Number

  • Minimum - sets minimum value that can be entered.

  • Maximum - sets maximum value that can be entered.

  • Integer only toggle:

    • If on, only whole numbers are allowed. If a decimal is entered, the field will be rounded up when submitting.

    • If off, decimals are allowed in accordance with the number set in the next field. When more than the allowed decimals are entered, the field will be rounded up to the allowed number of decimals when submitting.

  • Decimal precision (description: Number of digits after the decimal. Applied on blur.).

    • This field disables when Integer only toggle is on.

    • Enables when toggle is off.

Text

  • Minimum length - sets minimum characters that can be entered.

  • Maximum length - sets maximum characters that can be entered.

  • Pattern matching

    Dropdown options:

    • None

    • Email address - needs to be in a typical email address format.

    • Phone number - can add any amount and combination of numbers and dashes (-).

    • Website - a website URL must be entered.

    • Numeric - Any combination and length of numbers are allowed.

    • Alphanumeric - Any combination and length of numbers and letters only.

    • Whitelist specific characters (Note: only these characters are allowed) - type characters next to each other without any dividers, case sensitive.

    • Blacklist specific characters (Note: these characters are not allowed.) - type characters next to each other without any dividers, case sensitive.

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