Configure data validation for custom properties

As a library administrator, you can configure data validation rules for custom properties. This ensures that the values entered by users follow the conventions specific to your organization.

You can configure data validation rules for the following property types: Integer, Decimal, Person, String and Category.

Tip: You can also configure help text for these property types, to guide users on the values to enter. Learn more: Configure help text for custom properties.

 Access the document class configuration
Data validation for Number (integer and decimal) properties
Data validation for Person properties
Data validation for String properties
 Data validation for Categories
 Consistency between data validation rules and templates

Access the document class configuration

1. Open the library administration interface.

2. Select Document classes.

3. Press the name of the document class you want to configure or select Configure document class in the More actions menu. The document class configuration page opens.

4. Press the expand button next to a property to view its settings.

You can configure data validation for the following property types:

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Data validation on Number (integer and decimal) properties

Integer and Decimal type properties can have the following data validation rules:

  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to

The following configuration restricts the property value to a value that is greater than zero and less than or equal to ten thousand.

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Data validation on Person properties

You can restrict Person type properties to users who are defined in a role or group. This means that only users belonging to a role or group can be specified for the property.

Note: When end users define a value for the property, the autocomplete is restricted to users belonging to the group or role defined in the Restricted to field.

The following configuration restricts the property Manager to users belonging to the library’s Contract managers role.

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If a user enters a person who doesn’t match the restriction, the message defined in the Error message to display field appears in red in the user interface.

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Tip: Use the Description and Error message to display fields to to guide users on the values to enter.


Data validation on String properties

You can configure String type properties to force users to enter text following a certain pattern. This pattern is defined using a regular expression. Regular expressions allow you to define the content and format of the string.

The following configuration forces the property value to follow the regular expression: [A-Z]{3}\d{5}
This corresponds to three capital letters followed by five digits.

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If a user enters a string that doesn’t match the regex (regular expression) the message defined in the Error message to display field appears in red in the interface:

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Data validation for Categories

You can configure Categories to force users to select the deepest sub-level of the category hierarchy.

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Consistency between data validation rules and templates

Data validation rules must be consistent with any property values defined in templates for the current document class.

If you try to save a validation rule that is inconsistent with one or more existing property values in templates, a pop-up appears indicating the template in which the invalid values exist. You can clear the invalid values in the templates or cancel and edit your validation rule. 

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Comments

3 comments
  • Hi,
    Do you plan to implement this kind of validation by Regex to the flow transition context? In my use case I want to be able to set automatic transition based on document property validation via regular expression.

    Regards
    Radoslaw

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  • Hi Radoslaw,
    We would love to understand your use case where you have automatic transition based on Regex. Would you mind sharing them on our community:
    https://support.aodocs.com/hc/en-us/community/topics/200132124-AODocs-Feature-Requests

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  • For after setting the "Data validation on Person properties", If can show the "select box" instead of "Input the email address" then would be wonderful when they click the validated person field.

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