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How Validation Works in PhixFlow

Validation can be configured to check data as it is being entered and before completing an Actionflow. This could be from simply checking if a field has been completed, to checking for duplicate records using a lookup to via

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Validation is checked for the following events:

  • When a user submits their data via a form (Default)
  • On Blur, which means once
the
  • a user leaves
the field the validation is run. It is checked when
  • a field
  • When an existing record is loaded
. It can also be checked when the user submits their data via a form.Table

Applying Validation

We recommend validation is applied at the table level to attributes and as it is then automatically applied everywhere the attribute is used. See Table Attribute Validation.

However, it is possible to set validation on formsValidation can also be applied on a screen.

Form Field Validation - Video Tutorial

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titleAdding Form Field Validation
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Note

In PhixFlow 11.1.4+, validations containing invalid regular expressions can be created but the validation tooltip for the associated form field(s) will display an invalid message.



Actionflow Validation Options

Prevent Saving of Invalid Fields

Actionflows can be configured to perform a A validation check is performed before running the Actionflow and will not complete run the Actionflow if the validation check fails. For example, when a user presses the Save button on a form, any validation on the form fields will be triggered, and stop the form being saved with validation errors.

The form will highlight the fields that have failed validation and will not allow the user to proceed until the validation issues have been resolved.

  • Open the Actionflow
  • In the Settings above the canvas, toggle on  Insert excerpt_toggle_on

    _toggle_onnopaneltrue Validate

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    Allow Saving of Invalid Fields

    Actionflows can be configured to run even if validation errors occur. For example, if a user does not complete all mandatory fields on a form, they can still save their progress and complete the form later.

    The form will highlight the fields that have failed validation and will still give the option to save the form.

    1. Open the Actionflow
    2. In the Settings above the canvas, click Properties
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    3. In the Basic Settings, toggle on 
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      Allow to Run with Validation Errors 

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