Welcome > Data module > Folders > Add a folder type > Add field validation rules for a folder type > Validation methods > Date validation

Date validation

Use the Date validation method to compare extracted dates to a reference date and expected time period. Also apply a date formatter to convert extracted dates into a consistent format.

For example, create a project to process invoices and configure a date validation method to meet the following business rules:

  • Do not process invoices older than six months

  • Do not process invoices newer than the current date

  • Only use the YYYYMMMDDD date format

  1. On the Home page, click Data > Folder Type Add Folder.
  2. Select the Folder Type for which to add a field validation rule, and click the Field Validation tab.
  3. Click Add Add for Validation Rules.

    The Validation Rule page appears with the configurations.

  4. Enter a Name for the field validation rule.
  5. Select the Type as Date. See Validation methods for more information.
  6. To reformat the date before performing the validation check and providing the field DateValue property, consume the Formatter.
  7. To use a date as a baseline to compare with the date found on the document, select one of the following options:

    • Today: Specifies the date a document is processed (default).

    • Fixed Date: Lets you enter or select a reference date to use.

  8. Click Yes for Check for Period Before Reference Date to restrict a date found on a document to be within the past N days.

    If a date falls outside the N days value, it is invalid. By default, this option is selected and the value of N is 30 days.

  9. Click Yes for Check for Period After Reference Date to restricts a date on a document to be within N days after the reference date.

    If a date falls outside this range, it is invalid. By default, this option is selected and the value of N is 0 days. This restricts all dates to be less than or equal to the date the document is processed.

  10. To allow an empty field to be valid, click Yes for Allow Empty Field.

    If you do not select this option, empty fields are marked as invalid.

  11. To test the date validation setting, enter sample text for Test Input Text and click Validate.

    A message appears below the Test Input Text box to inform if the rule is valid, and displays the reason if it is not.