Advanced Validation

To configure the Advanced Validation criteria, follow the steps below.

1. On the Fields tab, select Advanced Validation from the top menu bar.

   

2. On the Advanced Validation screen, click on the +Add button under the Criteria Condition section.
3. Under the Validation Criteria section, add values for ‘When’ and ‘Equals’ criteria fields.
4. Select a field from the list.
5. Click on the +Set Action button.

   

6. On the Set Action pop-up, define the field behavior within the form by selecting any one of the following and click on the Save button.
   1. Set Requiredness
      1. Required
      2. Not Required
   2. Set Value
   3. Set Value From

      

7. On the Advanced Validation screen, the action appears against the field. Click on the Save button.

   

Important

• In the above example, the validation rule is defined as: When Impact is set to Critical, the Description field becomes required.
• This means that when a user creates a record, i.e., Incident, CAPA, or Action Item, etc., where this validation is applied and selects Critical as the Impact, they must provide a value in the Description field before proceeding, i.e., the Description field becomes mandatory.