SmartCheck Validation is a secure, server-side method for checking both custom fields and standard fields against conditions built into the validation and returns an accurate pass or fail result for each condition. It confirms that field values meet defined criteria and returns reliable results each time, serving as the preferred alternative to Submit Logic because it displays errors both next to the failed field and in a centralized list at the top of the form.
Who: Global administrators
When to Use SmartCheck Validation
Use SmartCheck Validation when:
- Required fields must be completed before a record can be submitted.
- Entered values must meet a limit or format, such as a maximum requested amount or a valid email address.
- Validation errors should appear next to the field that failed and in a centralized list at the top of the form.
- Submit Logic is being replaced with a single, server-side validation method.
How Validation Messages Appear
When SmartCheck uses the Field message type, users see all messages in one centralized location at the top of the form, along with a context-specific message on each field that failed.
Click the [x] icon within a contextual error message to temporarily hide the message. Click an error message at the top to move the cursor to the field that contains the error, if a matching input exists. A contextual error message also disappears once the value in the relevant field is changed.
Field vs System Messages
The code builder allows a choice between Field and System messages.
Field Messages - Appear both at the top of the form and on the specific field that failed validation. This type is recommended for most validations.
System Messages - Appear only at the top of the form. A System message is useful when a validation compares several fields and no single field should be highlighted with the error.
Form Value vs Stored Value
The code builder also allows a choice between Form Value and Stored Value.
Form Value - The value a user has entered on the form, including information that has not yet been saved.
Stored Value - The value held on the server after the record has been saved.
Validating against the Form Value checks what a user has entered even before Save is clicked, which lets SmartCheck catch problems earlier in the submission.
Messages in Multilingual Systems
SmartCheck messages can display in different languages based on the language a user selects in the portal. A language ID (langid) in the message syntax associates each message with a specific language.
Resources
For more information about SmartCheck Validation, see: