Validations

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Validations

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What are the Model Validations?

Model validations are used to check the integrity of the information that an end-user inputs while interacting with a digital process. The implementation of different validations is done by using Webflow components and data items from the Model.

NOTE

For further assistance in creating validations, please get in touch with our support team.

How to Implement Validations

Validation is implemented on a transaction data item associated with different Webflow components, such as Text Input and Radio Question. For example, using validations, you can check if an email address was input according to the email address format or turn a field into a required field.

Validations Usage Example

Figure 1 displays a Webflow with three Text Input components and a Radio Question component. The email information that the user needs to fill out must be checked and validated to ensure that it is written correctly according to the address structure of an email. In addition, it is mandatory to select a marital status to proceed with the Webflow:

Figure 1: Webflow Components

Figure 2 displays the Model of the Webflow. The Model contains four transaction data items, The email (1) and the phoneNumber (2) transaction data items need to be implemented with appropriate validations:

Figure 2: The Model

When clicking the Validations tab (3) an Add field appears (4) where all the existing validations are searchable according to their name (see Figure 3):

Figure 3: Validations

For the email transaction data item, the appropriate validation is email (EasySend)() (5) (see Figure 4):

Figure 4: Email Validation

For the phoneNumber data item, the appropriate validation is Numbers Only (EasySend)() (6) (see Figure 5):

Figure 5: Numbers Only Validation

NOTE

When a transaction data item is implemented with a validation, the icon appears next to it.

Each added validation can be configured (7) with a custom validation message, instead of a default validation message, which will be displayed when it is triggred (see Figure 6):

Figure 6: Validation Configuration

The Edit custom validation message window enables to override the default validation message by checking the checkbox (8) and by entering a new custom message (9) (see Figure 7):

Figure 7: Edit custom validation message

NOTE

The globe icon is used for entering custom messages if your environment supports multiple languages.

Figure 8 displays the validation messages when the input data is not valid:

Figure 8: Validation Messages

Important!

To manage the validations in your environment, navigate to the Validations screen.
If you added validation in the Model screen and it is not functioning properly, perform a deployment using the Validations screen.
For detailed information about the Validations screen, see the sections below.
EasySend does not support required validations such as the Required (EasySend) () validation anymore. To set a data item as required, see the Required Validation section.
Previously used required validations are still available, if deleted/removed from the Model page, they cannot be restored.

The Validations Screen

(See Figure 9 to Figure 11)

A list of validations in your environments can be found under the Validations screen. To access it, click Build (1) and then Validations (2).

Figure 9: Build -> Validations

The Validations screen is divided into two sections:

Custom Validations (3) - displays validations that were custom-built for your environment.
EasySend Validations (4) - displays built-in EasySend validations.

NOTE

For a list of built-in EasySend validations, click here.
In the Model screen, when a custom validation and an EasySend validation have the same name:
- The word EasySend will appear next to the name of the EasySend Validation.
- No specification will appear next to a custom validation.
When adding a validation that was created using the validations bank (not covered in this article), the word process will appear next to its name.

Figure 10: Validation Screen - Custom and EasySend Validations

Both sections display the following information:

Id (5) - the name of the validations. The Id is used when adding the validation in the Model screen.
Message (6) - the text that will appear when the validation is triggered in the digital process.

NOTE

The globe icon will appear if multiple languages exist in your environment and will allow you to input a message for each language.

Parameters (7) - the variables the validation needs to function properly. The parameters are used when within the code of the validation.
Code (8) - contains the validation's lines of code.

NOTE

Only custom validations are editable, for additional information click here.

Figure 11: Validations Information

Edit Custom Validation

(See Figure 12 to Figure 16)

You can only edit the validations located under the Custom Validations section. To edit, hover over the desired validation and click the pencil icon (1).

Figure 12: Editing Information

Clicking the pencil icon displays the Edit Validation window that allows you to edit the:

Id
Parameters
Message
Code

Figure 13: Editing Validation Window

NOTE

Built-in EasySend validations can be edited by duplicating them, for additional information, click here.

The globe icon appears when multiple languages exist in your environment.

Figure 14: Globe Icon

Clicking the globe icon displays a window that allows you to input a message for each language.

Figure 15: Languages

the code icon (3) allows you to edit the validation code.

Figure 16: Code Icon

Clicking it displays the Edit code window:

Figure 17: Edit Code Window

Important!

Editing the code of the validation may prevent it from functioning properly and could compromise the integrity of digital processes that use it. If you require assistance, please get in touch with our support.

Duplicate a Validation

(See Figure 18 to Figure 20)

Validations from both sections can be duplicated. To duplicate a validation, hover above it and click the icon (1).

Figure 18: Duplicate Icon

Clicking the Icon displays the Duplicate Validation window that allows you to edit it.

Figure 19: Duplicate Validation Window

After clicking OK (2), the validation will be added at the bottom of the Custom Validation section (3).

Figure 20: Added Duplicated Validation

NOTE

A duplicated validation will always be added at the bottom of the Custom Validation section.

Adding a new Custom Validation

(See Figure 21 to Figure 23)

To add a new custom validation, click the + New Validation button (1).

Figure 21: + New Validation

When the Edit Validation window appears, enter all the required data.

Figure 22: Edit Validation Window

After clicking OK (2), the validation will be added at the bottom of the Custom Validation section (3).

Figure 23: Added Validation

Validations Screen Deployment

(See Figure 24 to Figure 26)

Initiating a deployment process from the Validations screen is needed when:

Validations are available to add using the Model screen but they are not functioning properly while using the digital process.
A custom validation was added.
A custom validation was edited.
A validation was duplicated.
A custom validation was deleted.

To initiate the deployment process:

Click the Deploy button (1).
If necessary, select a relevant server.
Wait for the deployment process to finish.

Figure 24: Deploy Button

When deploying to a production environment you immediately apply all changes to open transactions.

Figure 25: Deploy to Production

When deploying a validation to a production environment with version 36.4.0 you can choose whether the changes will be applied to live transactions. After clicking Deploy and selecting a production server, the following message will appear:

Figure 26: Deploy to Production - Apply to Transactions

Built-in EasySend Validations

Table 1 describes the built-in EasySend validations.

Table 1: Validations

Number	Name	Description	Parameter/s
1	Numbers Only	Allows to enter only numeric values	-
2	Decimal Number	Allows to enter a number or a number with a separator (dot or comma)	-
3	Decimal Digits	Determines how many digits after the separator (dot or comma) are allowed	digits - a number
4	Number Range	Allows to enter a specific numeric value or range	from - a number to - a number
5	Greater Than	Allows to enter numbers bigger than a minimum value	min - a number
6	Less Than	Allows to enter numbers up to a maximum value	max - a number
7	Letters Only	Allows to enter only letters (in any language, or of one of the supported)	Language, for example: Any (default) IL DE ES FR JA
8	Email	Checks for a valid email address	-
9	Cellphone	Checks for a valid cellphone number	Country, for example: US/SSN IL DE ES FR JA
10	Landline	Checks for a valid landline number	Country, for example: US/SSN IL DE ES FR JA
11	Date	Checks for date format, supports all separators such as slash (/), dot (.), and dash (-)	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy mmyy
12	Past Date	Allows to enter dates up to the current date, supports all separators such as slash (/), dot (.), and dash (-)	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy mmyy
13	Future Date	Allows to enter dates from the current date and so on, supports all separators such as slash (/), dot (.), and dash (-)	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy mmyy
14	Date Range	Allows to enter a specific date between some date range	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy
15	Date X days from today	Checks if an entered date is in the range of x days from today, supports all separators such as slash (/), dot (.), and dash (-)	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy
16	Date X days before today	Checks if an entered date is in the range of x days before today, supports all separators such as slash (/), dot (.), and dash (-)	Format, for example: ddmmyyyy mmddyyyy yyyymmdd mmyyyy
17	Length Range	Allows to enter a specific or a range of characters	from - a number to - a number
18	Min Length	Sets the number of characters to be bigger than some value	min - a number
19	Max Length	Sets the number of characters to be less than some value	max - a number
20	Exact Length	Allows to enter an exact number of characters	Length - a number
21	Identification Number	Checks for a valid identification number	Country, for example: US/SSN IL DE ES FR JA
22	International Bank Account Number (IBAN)	Identifies a valid bank account number	-
23	File Type	Allows to upload only the specified file types	Format, for example: pdf doc png jpg wav
24	Max File Size	Checks that the file weight does not exceed the specified size	size - a number sizeUnit - kb or mb NOTE Please note that you cannot exceed the size limit of a single uploaded file - 5MB or the size limit of multiple uploaded files - 30MB
25	Formula Validation	Uses the field value calculated by a formula (must be boolean)	-

The Required Validation

(See Figure 27 to Figure 32)

To validate end-user input information as required, perform the following steps:

Figure 27: Process Settings

Navigate to the Process Settings screen.

Result:

The Process Settings screen appears:

Figure 28: Process Settings Screen

Toggle the Show Required in the Model Page switch (2) to on.
Navigate to the Model page.

Result:

The Model page appears:

Figure 29: Model Page

Click the data item you want to validate as required, for example, firstName.

Result:

The General Details section appears:

Figure 30: Required Checkbox

Check the Required checkbox.

Result:

The box is checked and the Override message (5) option appears:

Figure 31: Override message

Click the Override message (5) option to adjust the validation message.

When the end-user interacts with the digital process and tries to leave a page (navigating forward/backward or submitting) while the required field is empty the validation will be triggered (6). For example:

Figure 32: Triggred Required Validation

Important!

If the Required validation is triggered but no message appears it is because the default message is empty. Please contact our support to enter a default message.
If you want to edit your default message, please contact our support team.

NOTE