The validation of internal data controls gives form designers a multitude of options to assist with verifying data is accurate, present or within a specified range. Internal data controls can be validated upon step completion or after the form is submitted in the Submission Overview. Below are some items to look out for and how to configure your internal data controls to be validated upon or after form submission.
Configuring your internal data controls
- Start by navigating to step 1 of the form designer within your desired form. This form is ideally a complete form with controls already added.
- Within the 'Internal Data' tab click the pencil icon 'Edit internal controls'.
- You will see a window similar to the one below, here you can add an internal data control of your choosing. As a form designer you will have a few choices as to how this control will receive data; by default, from the submission itself or leave it empty. All three options have their own specific uses:
- Populate with submission data - This is by far the most powerful use of the internal data controls. Utilizing this option will allow the form designer to choose any applicable control within the form to get data from. This means the form designer can require specific values in specific fields for a form to be finalized. Once this option is selected the form designer will be presented with options that represent the forms sections and the controls within that form.
- None - This will leave your internal data control empty. This allows users (usually administrators) to validate/add data after the submission.
- Set default value - This allows a default value to be set for the specific control. This option can be utilized as an index or specific key used to distinguish forms for external applications or users.
Connecting internal data controls with the form processing steps
First ensure your internal data controls have been properly added to your form according to the directions above.
- Proceed to step 3 of the form design process.
- Navigate to the step you want to add internal data validation to (or create a new step) and click on the wrench icon.
- This will open up a dialog representing the step actions.
- Click the Add new step action... - this will allow you to add a new step action to your processing step.
- Under 'Action to perform' select Validate internal data and choose which internal controls you want required.
The main purpose of validating internal data controls before form submission is to prevent the submission if important information is missing. Thus its important to know what to do when a form cant be submitted and how to recognize validation errors. When a required internal data control value is blank but the control is required, you will get a validation error similar to the one below, when you try and submit your form.
To fix the error(s) you will need to follow the steps below to manually add to your internal data controls from the submission Overview.
Manually validating from Submission Overview
If the selection required when submission finalized is active on an internal data control and there is no data populated then a user will need to validate the controls in the submission overview.
- Submit your form and navigate to the submission overview.
- Scroll down the page to the Internal Data Controls section.
- You will see your internal controls listed here. Editable fields will display a pencil when hovered over if applicable.