Creating Validations

Apty pursues multiple goals: it navigates end users through the complex processes in the hosting application via Workflows, reminds them about important events through Announcements, provides valuable tips and tricks via Tooltips, and verifies that the data that users provide is clear and useful via Validations. The latter is achieved by adding sufficient instructions and rules on what can and cannot be accepted as input to the page of a hosting application. Validations are advanced Tooltips that provide prompts whether the data entered is correct or not.

Reference: What is a Validation?

This instructions set explains the procedure of creating Validations and includes 3 steps:

To access Validations option in the Apty Studio:

1. Login to the the Apty Studio and select the hosting application you plan to work with. The Studio menu opens.

2. Click on the Validations icon.

3. The system will prompt you to create a Frame, unless it was created earlier. If the required Frame for this page was created earlier, select it from the list.

To learn how to create a Frame, refer to this article.

To create a Validation:

1. On the Validations page click Create New Validation or the + (Plus) button at the top right corner of the screen.

2. Click Select Spotlight. The control is now passed to the application page in the browser. Select the input field, check box, radio button, or another interactive element that is supposed to validate user action.

3. Provide the unique descriptive name for your Validation settings in the Name field.

4. Add Validators. Four categories of the validations can be added to an input field:

  • Required field: checks whether the field is empty.
  • Length constraint: checks whether the input fits within the range of the specified length.
  • Regular expression: Powerful way to check the format / accuracy of the input provided by the end user. For example, to check whether the user has entered a valid email address, the following regular expression is used:
  • Custom validator: a template of a JavaScript function with two arguments (field, context) that provides a room for defining specific validation rules.

5. Define position the position of an icon and error / success message upon validation:

  • Apty offers 12 predefined positions to locate the balloon around the element it belongs to. Click on the circles in the Editor to preview how the ballon is going to look on the hosting web application in the live mode.
  • Icon offset: Allows setting up the proximity of a balloon to an element.
  • Show Icon when field has not been touched yet: For validations, Apty has the ability to show or hide the validation icon beside the Spotlight field. When the Show icon.. box is checked, the Validation icon is visible beside the element it belongs to; otherwise, it is hidden until the user tries to interact with the element.

6. By default three theme options are offered for Apty Validations:          

  • Default,
  • Apty Light, and
  • Apty Dark.

In addition to these options, clients or partners can also create or optimize the theme as per their need from Apty Admin console. refer to, User Interface.

7. For Schedule options refer to, Schedule the Validation Display for the End Users.  

8. Click Save to start using a new Validation rule. 

To publish a Validation:

When all the Validations are added to the required Spotlights in a Frame, we can Publish either through Apty Admin console or also through Apty Studio and are ready to be used.

For publishing validation through Apty Admin console of version 3.x and prior, refer to Publishing Process.

For publishing validation through Apty Admin console or through Apty Studio of version 4.x, refer to Publishing Process.

For more instructions on Managing Validations refer to:

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