Forms are a great tool to capture and store data in molti. But did you know you can set field validations to get more out of your forms? Don't settle for just a plain old form, make them work for you!
Say you manage a team and have a lot of employees entering information. Maybe you run an auditing department, and when a certain scenario comes up, you want your employees to escalate the issue. You can let your form do the talking for you!
How to add a validation:
Navigate to the
Form pagein the left side Navigation Menu.Open the Form you want to edit (or create a new one!). You open a form by selecting it's name.
On the
Manage Formpage, find the field you want to display a validation.In this example we want to display an alert if exceptions were noted in the file. Select the gear icon to open the
Edit Form Fieldwindow for the field where you want to display the validation.Toggle to the
Validationtab at the top of the Edit Form Field page.Create your validation using "IF", "OR", "AND", "THEN" statements. For example, if the "Current Field" same as "Yes" then display "This report must be approved by a Senior Auditor".
8. Select Apply .
9. Then select Preview Form to test your validation.
And there you go! Now you can build in validations or alerts to help your teammates!
❗ Also note, the validation options change depending on the "Data Type" you've set when you created the field. Here are the options for each "Data Type":
Text: Same As, Not Same As, Contains, Starts With, Ends With
Number: =, ≠, <, >, <=, >=
Date and Time: Same As, Not Same As, Before, After, Before Or Same As, After Or Same As
Now go get validating!