Introduction

Validation can be added to specific fields to check data as it is entered and before completing an Actionflow. Examples of validation include, checking if a field:

• has been completed
• contains certain numbers, letters or special characters
• is in a desired format, e.g. a website or email address
• and more...

Mandatory Fields

1. Open the Companies Form screen from the screen's home page. This ensures there is no data selected.
2. Ensure your screen is

   Insert excerpt
   _unlock _unlock nopanel true

   ed.
3. Click Double -click on the Company Name field twice to open its 

   Insert excerpt
   _property_tabs _property_tabs name style nopanel true

4. Click on the 

   Insert excerpt
   _property_tabs _property_tabs nopanel true

5. In the Validation section:

   1. Insert excerpt
      _check_box_tick _check_box_tick nopanel true

       Mandatory and toggle it on 

      Insert excerpt
      _toggle_on _toggle_on nopanel true

6. Insert excerpt
   _save _save nopanel true

    your changes
7. Close and reopen the Companies Form to ensure the new formatting rule is applied.

8. Insert excerpt
   _lock _lock nopanel true

    the screen. Now the field label has an asterisk.
   1. 

Perform Validation Before Saving

Note: This is for PhixFlow versions pre 10.1 only.

To ensure users cannot save the Companies Form until all validation requirements have been complied with, the Actionflow on the Save button must be updated.

1. On the Companies Form, right-click on the Save button and choose Display Actionflow
2. On the Actionflow, click 

   Insert excerpt
   _property_settings _property_settings nopanel true

    in the toolbar
3. Toggle on 

   Insert excerpt
   _toggle_on _toggle_on nopanel true

    Perform Validation before running

4. Insert excerpt
   _save _save nopanel true

    the changes
5. Close the Companies Form and reopen it ensure the changes take affect
6. Fill in any fields but leave Company Name blank
7. Press Save
   1. An error message will show with Validation Failed
   2. The Company Name field border will appear red with an error message on mouse over

Exercise

1. On your Companies Form, click on the Company Name field header
   1. Note: You may need to click on it twice to ensure the

      Insert excerpt
      _property_settings _property_settings nopanel true

       that opens is for Static Text
2. On the

   Insert excerpt
   _property_tabs _property_tabs name style nopanel true

   , add a CSS property, which applies a red text colour when the mouse moves over the Company Name header
   1. CSS Tag: color
   2. Value: red