Configure SmartCheck Validation

SmartCheck Validation is a secure, server-side method that checks field values when a user submits a form and returns errors both in context and in one centralized location. Configuring it involves building one or more validation statements for an object type and attaching those statements to a Submit and Save button, with results returned reliably each time a record is submitted because validation runs on the server. For SmartCheck Validation code, see SmartCheck Validation Code Reference.

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.

↑ Back to top

Configure SmartCheck Validation

SmartCheck Validation can be configured for each object type in the system, such as a UTA/module Level 1, Level 2, Level 3, organization, user, or transaction, and then linked to a submit button.

For a UTA/Module

To configure SmartCheck Validation for a UTA/module:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click SmartCheck Validation.
5. Click the New Validation [+] button.
6. Click the Name field and enter the applicable information.
7. Click the Description field and enter the applicable information, and then click Save.
8. Click the Code Builder tab and add validation using one of the following methods:
   • New Validation - Use the drop-down menus at the top of the screen to build a new validation.
   • Existing Submit Logic - Use the drop-down menu at the bottom of the screen to select a submit button and any validation already associated with that button.
9. Click Add to Source under the relevant section.
   • The Source tab opens and shows the updated validation statement.
10. Click Save.
11. Click the Source tab, and then click Trial Run to check for errors when the validation statements run.

↑ Back to top

For an Organization, User, or Transaction

To configure SmartCheck Validation for an Organization, User, or Transaction:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Organizations, Users, or Transactions tab.
2. Locate the General Settings section and click SmartCheck Validation.
3. Click the New Validation [+] button.
4. Click the Name field and enter the applicable information.
5. Click the Description field and enter the applicable information, and then click Save.
6. Click the Code Builder tab and add validation using one of the following methods:
   • New Validation - Use the drop-down menus at the top of the screen to build a new validation.
   • Existing Submit Logic - Use the drop-down menu at the bottom of the screen to select a submit button and any validation already associated with that button.
7. Click Add to Source under the relevant section.
   • The Source tab opens and shows the updated validation statement.
8. Click Save.
9. Click the Source tab, and then click Trial Run to check for errors when the validation statements run.

↑ Back to top

Add SmartCheck Validation to a Submit and Save Button

After the validation statements are created, add them to a Submit and Save button.

For a UTA/Module

To add a validation to a Submit and Save button for a UTA/Module:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Submit and Save Buttons.
5. Click the edit [pencil] icon next to the applicable button.
6. Click the SmartCheck Validation field and select the applicable option.
   • To see the SmartCheck Validation settings, click the Open SmartCheck Validation Settings button.
7. Click Save.

↑ Back to top

For an Organization, User, or Transaction

To add a validation to a Submit and Save button for an Organization, User, or Transaction:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Organizations, Users, or Transactions tab.
2. Locate the General Settings section and click Submit and Save Buttons.
3. Click the edit [pencil] icon next to the applicable button.
4. Click the SmartCheck Validation field and select the applicable option.
   • To see the SmartCheck Validation settings, click the Open SmartCheck Validation Settings button.
5. Click Save.

↑ Back to top

View SmartCheck Update History

Changes to a SmartCheck validation are tracked in its update history, which records each change with the date, the time, and the person who made it. To view and compare changes:

For a UTA/Module

To view SmartCheck Update History for a UTA/module:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click SmartCheck Validation.
5. Click the edit [pencil] icon next to the applicable validation.
6. Click the Update History icon to view a list of all changes.
7. Check the checkbox next to two versions, and then click Compare.
   • Review the screen that shows the differences between the two versions.

↑ Back to top

For an Organization, User, or Transaction

To view SmartCheck Update History for an Organization, User, or Transaction:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Organizations, Users, or Transactions tab.
2. Locate the General Settings section and click SmartCheck Validation.
3. Click the edit [pencil] icon next to the applicable validation.
4. Click the Update History icon to view a list of all changes.
5. Check the checkbox next to two versions, and then click Compare.
   • Review the screen that shows the differences between the two versions.

↑ Back to top