Perform a Validation across several Pages
What ARE Cross-Page Validations?
In some cases, it is necessary to perform a validation on a particular Field, but only when a Field which is on a different Page to the validated Field meets a certain Condition.
Examples could be:
- If an Incident has an Actual Consequence of "Catastrophic", then the field Sign Off Comments on the Sign Off Page must be filled in before the Incident can be closed.
- An Action cannot be closed out, unless there is at least an Action Progress Record.
Trigger Mechanism for Cross-Page Validations
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HIDDEN PAGES
For a Validation to be triggered it is essential that at the time of saving, the Page which contains the validated Field, is visible.
For example, when you have a Validation on a Page which is NOT shown when a new record is created, then this Validation will NOT be enforced when you first save a new record.
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Trigger mechanism
- The field which is validated, or the field which may "trigger" the validation, MUST be on a Page which is visible at the time when the record is saved.
- A validation will only be triggered when the user does make changes to a Page, which includes Fields used in a Validation, either as the Validated Field or as one of the Trigger Fields.
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Scenario
- A Form Consists of 4 Pages.
- A Validation requires that a Field on Page 4 must be filled in, when a Field on Page 2 has a given Value.
System Behavior
- The User edits a Field on Page 1, or Page 3:
The system will NOT trigger the validation. - The User edits a Field on Page 2, or Page 4:
The system WILL trigger the validation, since the user is touching any of the pages which are involved in the validation pages.
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Prerequisites
Pages 2 and 4 must be visible at the time when the record is saved.
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- This means that by the correct selection of the Conditional Fields, and by defining the appropriate Conditions, it will be possible to define that:
- a Validation will be ALWAYS evaluated (by including fields from ALL pages in the WHEN condition).
- a Validation will ONLY be triggered when the User as accessing the Page which contains the validated Field.
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