Setting up basic validation of fields

This procedure is an optional part of creating a field specification and creating a field template. Use it to set up validation for document specifications (more information). Validation settings are also available for invoice profiles (more information).

There are separate instructions for adding a rule to a field specification or template.

Note: No validation settings are available for check box fields.

To add basic validation to a field:

1. Open the documentation specification editor for the specification you are working with.

2. On the Extraction tab, double-click a field to open its editor.

3. Select Validation > Basic.

4. Do one or more of the following:

   • Select Must be filled in to check that the field exists and contains a value.

   • Specify a Checksum to perform a modulo 10 check of a numeric field when the field is extracted, and again if the field value changes during verification. (Example.)

     A field contains a number such as 223344-5567, with the last digit, 7, being the check digit. In the Checksum field you type Modulo10(1,9,10). This performs a check on the number occupying positions 1-9 (223344-556), while the number in position 10 (which is 7 in this case) is the check digit.
      

   • Under Value range, specify the minimum and/or maximum values for the range to ensure the value is within the specified limit(s).

   • If you created a table that you want to validate field values, specify the Table validation settings:

     • Select Use table validation and then the table and column where the field is found to check that the value exists in the specified area.

     • Select Use active validation to attempt to set the field value to the correct item in the table. Only strings are currently supported for active validation.

     • Select Show candidates in Verify to provide an operator with a list of field values that exist in the table. The operator can then either start typing the field value and use an auto complete feature, or select a possible value from a list.

Related topics

Validation: Overview

Translating field values using a table from DOCUMENTS system specifications

Adding a rule to a field specification or template