What is a Validation Rule

Modified on Fri, May 22 at 10:49 AM

What is a Validation Rule?

Definition

A Validation Rule is a rule applied to a specific field link in a Map that controls how the field value is validated or transformed during document processing.

Validation rules can be set at different levels — Global, Reseller, Partners, Customer, or Custom partners — giving each level the ability to override or supplement rules set above it.

Where to Find It

Validation Rules are configured directly on map links inside a Map Configuration. Navigate to: Advance Config → Maps → click ··· → Config on a map:

Title: Maps list — ··· actions menu (Edit / Config / Export / Delete) - Description: Maps list — ··· actions menu (Edit / Config / Export / Delete)

Maps list — ··· actions menu (Edit / Config / Export / Delete)

In the Map Configuration, right-click (or click the context menu) on any link row to see Set Source Validation and Set Destination Validation:

Title: Map Configuration — link context menu with Set Source Validation and Set Destination Validation options - Description: Map Configuration — link context menu with Set Source Validation and Set Destination Validation options

Map Configuration — link context menu with Set Source Validation and Set Destination Validation options

How to Add a Validation Rule

The Add Validation dialog shows the field path and document type. Select the Customer tab to add a rule for your own account. Choose a Rule Type:

Title: Add Validation dialog — Customer tab, Rule Type: Optional (value is optional) - Description: Add Validation dialog — Customer tab, Rule Type: Optional (value is optional)

Add Validation dialog — Customer tab, Rule Type: Optional (value is optional)

Search for a rule type by name to see available options and their descriptions:

Title: Add Validation — search "har" showing AddPadChar and HardCode rule types with descriptions - Description: Add Validation — search "har" showing AddPadChar and HardCode rule types with descriptions

Add Validation — search "har" showing AddPadChar and HardCode rule types with descriptions

After selecting a rule type, configure its parameters in the Rule Configuration section:

Title: Add Validation — HardCode rule selected with "Hardcode value" field showing "abc" - Description: Add Validation — HardCode rule selected with "Hardcode value" field showing "abc"

Add Validation — HardCode rule selected with "Hardcode value" field showing "abc"

Title: Add Validation — click Save to apply the rule - Description: Add Validation — click Save to apply the rule

Add Validation — click Save to apply the rule

Once saved, a yellow dot (●) appears on the link row in the map to indicate a validation rule is active:

Title: Map Configuration — BIG04 row with yellow dot indicating an active validation rule - Description: Map Configuration — BIG04 row with yellow dot indicating an active validation rule

Map Configuration — BIG04 row with yellow dot indicating an active validation rule

Note

This document covers how to add a Validation Rule to a map link. For a full list of available rule types and their configurations, refer to the FreshDesk article below.

For more details, refer to the following articles in the Knowledge Center:

List of Validation Rules