---
title: "Defining Validation Rules"
slug: "defining-validation-rules"
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/defining-validation-rules"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Defining Validation Rules for Dynamic Forms

When you have [created your new Dynamic Form](/v414/docs/creating-new-dynamic-forms) and added all desired [Stages](/v414/docs/adding-dynamic-form-stages), [Sections](/v414/docs/adding-dynamic-form-sections) and [Data Fields](/v414/docs/adding-data-fields-to-dynamic-forms), 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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(65).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)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**.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-6NUGKGKA.png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)Assign an Alisa to your Field and click Save. 

- Click the **Logic** Tab.![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(40).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)Click the **Logic** tab.
- In the Form Level Validation Rules click the *Plus* button.
- Enter a Name and Description.
- Select a Validation Mode.

There are two Validation Modes: 

"Formula":

- Produce a single result.
- Can have a trigger (optional).
- Use a Formula to produce a result.

"Group":

- It is a Parent for grouped Formulas and/or Groups.
- Group Operators: AND/OR (mandatory).
- Produce a single result.
- Can have a trigger (optional).
- Use a Group Operator and Children Formula/Group result to produce it's result.

- 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](/v414/docs/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](/v414/docs/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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(44).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)Adding Children Rules. Also the Formula Validation Rules can be edited using the *Expand* button.![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(66).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(68).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)

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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(69).png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A25%3A51Z&se=2026-11-07T19%3A25%3A51Z&sr=c&sp=r&sig=OSDfYvKEjCxMysa4eQkFOZeX2DhwByKF8e0vdL%2FlpNU%3D)