Question & Answer
Question
How do I set up custom field validation on my candidate form fields?
Answer
Configuration Steps
The Custom validation feature can be accessed by the following navigation path:
Tools > Forms > Candidate Forms > Administer Form Fields > Edit Field attributes > Save and Continue.
· Users will be able to create from one of the 2 custom validation formats:
1) Alphanumeric
2) Numeric
Note: Creation of custom validation templates is not currently available.
Alphanumeric Pattern Validation
· Users can define their own custom alphanumeric string from one of the 2 options:
1) Match a custom sequence of characters: This option allows users to define the character type and count of the characters that need to match.
Only when the count and validation for each character type is satisfied then the validation is passed.
· In the case of Match a custom sequence of characters; users can define their custom string by:
o Select the character from the dropdown list.
o Define how many characters of the selected type should exist in the validation.
o Users can add further characters by clicking on “Insert”.
o Users can remove a certain character validation by clicking on “Remove”.
o The Sequence section will auto-populate based on user selection.
o Users can provide a description for the validation in the ‘Input Validation Description’ field.
o The ‘Try it out’ field allows user to test their validation before saving it. If the string matches the validation, then the text box will be highlighted in green. If it does not match the validation it will be highlighted in red.
2) Only include characters from allowlist: This option allows users to select the character types (multiple selections allowed); and if all the character types exist then validation is passed.
Only when the validation for each character type is satisfied then the validation is passed.
· In the case of Only include characters from a allowlist; users can define their custom string by:
o Select the allowable characters from the multi-select list
o Users can provide a description for the validation in the ‘Input Validation Description’ field.
o The ‘Try it out’ field allows user to test their validation before saving it. If the string matches the validation, then the text box will be highlighted in green. If it does not match the validation it will be highlighted in red.
Users will need to select the ‘Enable Rule’ and ‘Save Alphanumeric Pattern’ to successfully save and enable the custom validation.
Numbers Only Validation
· Users can define their own custom numeric validation from one of the 3 options:
1) Any Number: This option allows user to define a validation that the field should contain only numerals.
2) A number with X digits: This option allows user to define how many digits should be entered into the field.
3) A number from 0 to X: This option allows the user to define a range from 0 to a selected number. Only when the input is within this range will the validation be successful.
· Users can define additional requirements that need to be part of the validation display or text entry:
o Automatically include commas when a user or candidate enters a numeric value.
o Requiring a decimal.
o Requiring a specific symbol. (E.g.: currency symbols such as $.)
· Users can provide a description for the validation in the ‘Input Validation Description’ field.
· The ‘Try it out’ field allows user to test their validation.
o If the string matches the validation, then the text box will be highlighted in green. If it does not match the validation it will be highlighted in red.
· Users will need to select the ‘Enable Rule’ and ‘Save Numbers Only’ to successfully save and enable the custom validation.
Validation Templates
Users can select from one of 4 pre-defined validation templates from the Standard option:
1) US Phone Number
2) Basic Social Security Number
3) Advanced SSN (Full SSA specification)
4) Email
· The custom template type is currently not implemented and not available.
· Upon selection of a validation template, the input validation description and the validation rule will be auto-populated. The user will not be able to create any further customization.
· Users need to select the ‘Enable Rule’ and ‘Save Validation Templates’ to successfully save and enable the custom validation
US Phone number validation template can be seen below:
Basic SSN validation template can be seen below:
Email address validation template can be seen below:
Advanced SSN validation template can be seen below:
How to Read a Custom Validation Rule:
| Rule Icon | Description of Rule Icon |
^ | start of validation rule |
$ | end of validation rule |
\d | digit |
[$] | $ symbol is required |
[£] | £ symbol is required |
[%] | % symbol is required |
\.\ | decimal is required |
\.\d{#} | decimal with a fixed # of digits after |
\.\d{#,#} | decimal with a range of digits after |
\d{#} | a number with # digits |
(#|[#]?/d{1,1}) | a number from # to # |
[a-z] | lower case letter |
[A-Z] | upper case letter |
[a-zA-Z] | any letter |
| Rule Icon | Description of Rule Icon |
(,\d{3}) | require commas for thousands |
\s | single-space |
['] | single quote |
[\-] | hyphen |
[@] | at sign |
[\.] | period |
[\(] | open parenthesis |
[\)] | closed parenthesis |
[/] | forward slash |
[\\] | backslash |
(0[1-9]|[12][0-9]|3[01]) | day (dd) |
(0[1-9]|1[012]) | month (MM) |
(\d{4}) | year (YYYY) |
(\d{2}) | year (YY) |
^[$]\d{1,3}(,\d{3}) *(\.\d{2})$
This validation: is any number/digit, requires commas (for thousands), a decimal (with 2 digits after it), and a $ symbol at the front.
Example use: Salary field
Valid Entry Example: $30,000.00
^\d{7}$
This validation: is any number/digit, requiring 7 digits.
Example use: 7 digit employee ID
Valid Entry Example: 5228475
^([\d]){1} ([A-Z]){1}([\d]){4}$
This validation: looks for the pattern of one digit, one upper case letter, and four digits.
Example use: IBM Employee ID format
Valid Entry Example:1G5521
^[a-zA-Z]+$
This validation: allows any letter.
Example use: Any field that the client wants letters only, no special characters, such as an availability field.
Valid Entry Example: Monday and Friday
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Document Information
Modified date:
17 June 2018
UID
swg21998499