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
Open the Companies Form screen from the screen's home page. This ensures there is no data selected.
Ensure your screen is Unlocked.
Double -click on the Company Name field to open its Styles tab
Click on the Properties tab
In the Validation section:
TickMandatory and toggle it on
Apply your changes
Close and reopen the Companies Form to ensure the new formatting rule is applied.
Lock the screen. Now the field label has an asterisk.
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.
On the Companies Form, right-click on the Save button and choose Display Actionflow
On the Actionflow, click Properties in the toolbar
Toggle on Perform Validation before running
Applythe changes
Close the Companies Form and reopen it ensure the changes take affect
Fill in any fields but leave Company Name blank
Press Save
An error message will show with Validation Failed
The Company Name field border will appear red with an error message on mouse over
Exercise
On your Companies Form, click on the Company Name field header
Note: You may need to click on it twice to ensure the Properties that opens is for Static Text
On the Styles tab, add a CSS property, which applies a red text colour when the mouse moves over the Company Name header