Advanced Validation Rules
How Administrators can configure advanced validation rules for Question fields, requiring specific actions based on the answer selected.
Advanced Validation Rules ensure that if a specific answer is chosen for a question, a corresponding mandatory field (Comment, Linked Record, or Attachment) must be completed.
Steps to Configure Validation
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When adding or editing a 'Question' field in the Form Editor, select the 'Advanced validation rules' button at the bottom.
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In the 'Advanced Validation Rules' pop-up, select the answer that triggers the rule from the 'When answer is:' dropdown (e.g., No, N/A).
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Check the box(es) for the field(s) that become mandatory when that answer is selected ('Comments', 'linked records', 'Attachments').
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Repeat steps 2-3 for other answers if needed.
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Select 'Ok'.
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Select 'Ok' again on the main Question configuration.
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Select 'Save' at the bottom of the Form Definition page.
Version: 1
Adding Questions
How Administrators can add question fields with predefined answers, scoring, comments, and linked records to a form.
Linked Records Configuration
How Administrators configure the 'Linked Records' option within Question fields to allow users to link or create records from other modules.