Panel

The Validations tab in Form Designer ensures that user inputs meet specific rules, keeping data accurate, and complete. It provides immediate feedback to users and helps prevent errors in each form section. The built-in validation provides a standardized data validation method across forms, reducing errors, and improving reliability.

In the Panels section of Form Designer, the Validations tab is introduced for Panel widget.

User Persona: Application Designer

An Application Designer is able to prebuild validation to ensure data accuracy and completeness without defining custom rules.

Configure Validations in Panel Widget

The Panel widget is a component that organizes and contains related Elements, Managing Layout, and providing visual separation. It is used to display Notifications and Messages.

To configure the Validations for Panel widget, perform the following steps:

1. Navigate to Design Studio > Designer >Form Designer > Design Form > Controls > Panels.  

   The View Builder page is displayed.

   

   Figure: Design Form

2. Drag and drop the Panel widget onto the Form Layout.

3. Hover the mouse on the Panel widget, click Settings icon to configure the Validations for the Panel widget.
   The Panel Settings page is displayed.

   

   Figure: Settings

4. Navigate to Validations tab, to set validation for the specific criteria.

   

   Figure: Panel - Validations tab

5. Select Tenant from the dropdown.

   Note

   Validation added for a specific Tenant takes precedence over common validation.

6. Select Panel should be field from the dropdown.

   

   The listed values are:

   a. Disabled: Select Disabled from the dropdown to make the field read-only, preventing modifications.
   b. Hidden: Select Hidden from the dropdown to hide the field based on the configured conditions.

7. On selecting either of validation, Below Conditions Meet and Every Time options are displayed.

   
   Figure: Below Conditions Meet/Every Time

   a. If Below Conditions Meet is selected, the following fields are displayed:

   • Field: Select a field from the dropdown list where the condition applies.

   • Operator: Select a relevant operator from the dropdown list. Available operators depend on the selected field type.

   • Value: Enter a value for the selected field to trigger the condition.

     Click the icon, to add a condition.

     Click the icon, to delete a condition.

   b. Select Every Time always to display the field, even if conditions are set.

8. Click Save.

Notes:

• When applying a validation rule to a Panel, its own fields do not appear in the Below Conditions Meet dropdown.

  Example

  When setting a validation rule on Panel A with Below Conditions Meet selected, the dropdown list for condition fields excludes all fields contained within Panel A itself. Only fields outside Panel A appear as available options for building the condition.

• The Panel's validation settings control its visibility and all fields inside it, while field validation applies to individual fields. When the panel is visible, field validation takes precedence.

  Example

  If a parent panel is hidden, it hides everything inside it, including the child panel. The child panel’s settings, like being Disabled or Hidden, only apply when the parent panel is visible.

Panel validation precendece

For example, Application Designer configures Disabled validation for a specific Panel, allowing Analyst to configure validations as needed.

Let us see how Application Designer configures the Validations for a Problem Module in the Form Designer.

To configure the Disabled validation, perform the following steps:

1. Navigate to Designers > Form Designer > Design Form tab.

2. Drag and drop the Panel widget onto the Form layout.

3. Click the Settings icon to configure its properties.

4. Navigate to the Validations tab.

5. Select the Tenant. When a Tenant is selected, additional fields appear, allowing you to define the conditions.

6. Choose the Panel should be field validation as Disabled.

7. In the When field, define the condition for applying the Validation.

   Choose Every Time to always display this control without any specific conditions or validations.

   

   Figure: Producer view

8. Click Save.

Now, let us see how Analyst is able to view the above configured Validation.

To view configured validation, perform the following steps:

1. Navigate to Problem > Problem Record > Manage Problem Records.

2. Click New to create a Problem Record.

3. Select the Tenant.

4. Select the Validators field.

   1. If the Validators field is set to Disabled all fields within Panel 1 will be disabled. Additionally, if Panel 1 itself is disabled, all fields contained within it, including any child panels, will also be disabled.

       Figure: Consumer view

   2. If the Validators field is set to Hidden, the fields in Panel 1 gets hidden as shown in the following figure.

      

      Figure: Consumer view

5. Click Save.

Here’s an example demonstrating how field validation takes precedence over panel validation:

User Persona: Application Designer

• Consider the Impact panel, which contains multiple fields.

  

  Figure: Impact

• Select the Impact validation and set it to Disabled. In the When field, specify the condition for applying the validation.

  Choose Every Time to ensure this control is always displayed without any specific conditions or validations.

  

  Figure: Impact - Disabled

• The Urgency field, located within the Impact panel, has a separate validation. Set the Urgency field validation to Mandatory. In the When field, specify the condition for applying the validation. Select Every Time to ensure this control is always displayed without any specific conditions or validations

  

  Figure: Urgency - Validation

• Click Save.

User Persona: Analyst

The following are the observations by an Analyst:

• The Urgency field under Impact panel is enabled for input.

• All other fields within the Impact panel remain disabled due to panel validation.

• Since field validations take precedence over panel validations, the Urgency field remains active while the other fields inside the Impact panel are disabled.

  

  Figure: Impact - Urgency

  Note

  The same applies when panel validation is set to hidden. The Urgency field remains visible due to the mandatory rule, while all other fields are hidden.