Field Validation
Decide which fields are required and which values are accepted.
Validation controls whether a field value is accepted. Use it to prevent real mistakes, not to make every useful value mandatory.
Required Field
Required Field is the first and most important validation choice. It means the field must be filled before the relevant form can be completed.
Use Required Field when the team cannot continue without the value. Do not use it just because a value is helpful. If users may not know the answer during the first conversation, leave the field optional and collect it later with a stage form or checklist.
Validation Rules By Field Type
The Validation step only shows rules that apply to the selected field type.
| Field type | Available rules |
|---|---|
| Text Input | Minimum Length, Maximum Length, Regex Pattern, Unique Value |
| Text Area | Minimum Length, Maximum Length, Regex Pattern |
| Rich Text | Minimum Length, Maximum Length |
| Email Format, Unique Value | |
| Phone | Unique Value. Phone format is handled by phone field settings. |
| URL | URL Format, Unique Value |
| Number | Minimum Value, Maximum Value |
| Currency | Minimum Value, Maximum Value |
| Percentage | Minimum Value, Maximum Value |
| Rating | Minimum Value, Maximum Value |
| Date | Future Date Only, Past Date Only, Date Range, Minimum Age, Maximum Age |
| Date & Time | Future Date Only, Past Date Only, Date Range |
| Color Picker | Regex Pattern |
| Time | No additional validation rules. |
| Dropdown | No additional validation rules. Use options to control allowed values. |
| Multi Select | No additional validation rules. Use options to control allowed values. |
| Radio Buttons | No additional validation rules. Use options to control allowed values. |
| Checkbox | No additional validation rules. |
| File Upload | File rules come from the selected Document Type. |
| Image Upload | File rules come from the selected Document Type. |
| Address | Configure visible and required address parts in field configuration. |
Subfields inside custom groups use the same rule types where possible, but Unique Value is not used for subfields.
Rules That Need A Value
Some rules need an extra value.
| Rule | Value to enter |
|---|---|
| Minimum Length | Minimum number of characters. |
| Maximum Length | Maximum number of characters. |
| Minimum Value | Lowest allowed number. |
| Maximum Value | Highest allowed number. |
| Regex Pattern | The pattern the text must match. |
| Date Range | Allowed start and end dates. |
| Minimum Age | Minimum age in years. |
| Maximum Age | Maximum age in years. |
Each rule also has an error message. Keep the message plain and helpful so the user knows how to fix the value.
Good Validation Choices For Student Visa Processing
| Field | Suggested validation |
|---|---|
| Primary Email | Email Format and Unique Value. |
| Primary Phone | Phone settings for country and phone type. Add Unique Value only if one phone number cannot belong to more than one student. |
| Passport Number | Regex Pattern only if the agency has a clear pattern requirement. |
| Date Of Birth | Past Date Only and age rules when the agency has age limits. |
| Application Deadline | Future Date Only when past deadlines should not be entered. |
| Tuition Deposit | Minimum Value when the amount cannot be negative. |
Validation should help users enter clean data. If it creates too many blocks, the workflow will slow down.
Related Guides
| Guide | Use it for |
|---|---|
| Student fields | Decide which profile fields should be required. |
| Application fields | Decide which pipeline fields should be required. |
| Field configuration | Configure phone, address, upload, option, and repeating fields. |