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

Warning

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.

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.

Scenario

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:
    Menu path separator The system will NOT trigger the validation.
  • The User edits a Field on Page 2, or Page 4:
    Menu path separator The system WILL trigger the validation, since the user is touching any of the pages which are involved in the validation pages.

Prerequisites

Prerequisites

Pages 2 and 4 must be visible at the time when the record is saved.

  • 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.

See Also

Validations

How to define Validations

Creating a New Validation

How to validate a Field only WHEN a Condition is met?

Filtering and Finding Validations in the Validation Designer

Sample Validations