Defining Validation Rules for Dynamic Forms

When you have created your new Dynamic Form and added all desired Stages, Sections and Data Fields, you can define additional Validation Rules for your Form. Validation Rules (VR) on Dynamic Form level are used to compare entered values in fields and provide feedback to the user. 

Validation Rules displayed in the grid.

Defining Validation Rules

To define a Validation Rule:

• First define an Alias to the Fields that you want to use in your Validation Rule.
  • In the Editor, select your Field.  Next click:  (-------  v Show more  --------------- )
  • Click Generate. You will see that IMS automatically assigns an Alias to your Field.
  • Click Save.

Assign an Alisa to your Field and click Save. 

• Click the Logic Tab.
  Click the Logic tab.
• In the Form Level Validation Rules click the Plus button.
• Enter a Name and Description.
• Select a Validation Mode.

• Select a Validation Type ("Warning", "Info", or "Error").
• Add a Message.
• Add a Formula Trigger (optional). Click the Calculator button to open the Formula Editor. 
• Add a Group Operator ("AND", or "OR") - only for Group Mode.
• Add a Formula - only for Formula Mode (optional). Click the Calculator button to open the Formula Editor. 
• Click Save.

For a Group Validation Rule you should define Children Rules. To do so:

• Find the Group Validation Rule in the grid.
• Click the Expand button to expand the row.
• Below the Parent Rule, in the Children Rule section click the Plus button. 

Adding Children Rules. Also the Formula Validation Rules can be edited using the Expand button.

Editing a Formula Validation Rule.

Validation Results shown in ECHs

Each Dynamic Form with Validation Rules will have a Validation Results button, which is only shown if any result is present/calculated for the filled-in Checklist and that ECH. 

Results are calculated automatically while the user is filling up the Form fields. The button color represents the Validation status: 

• Warnings/issues - yellow.
• Error - red
• Success results with no warnings or issues - green. 
• Not checked - gray.

When Validation Results is clicked a dialog will open, showing results for each Validation Rule for that particular Dynamic Form.