Requiring property values for stage entry

Validate property values, which are typically provided by users, to ensure that a case contains relevant data before it enters the stage.

  1. In the Explorer panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Data model tab, click Validations.
  3. Hover over the cell that corresponds to the row of the property to validate and the column of the stage for which you want to perform validation.
  4. Add validation for the stage:
    • If the stage does not have any validation criteria, click Add entry validation..
    • If the stage has validation added, click Add another validation.
  5. In the Message field, enter the text to display when the validation criteria is met at run time.
  6. From the Field list, select the property to validate.
  7. From the Comparator list, select a comparator.
  8. If applicable, in the Value field, enter a value to compare with the user input.
  9. Add an “AND” operator to use another property in the expression:
    1. Click the Plus icon next to the property after which you want to add the AND operator.
    2. Select AND.
    3. From the Field list, select the property to validate.
    4. From the Comparator list, select a comparator.
    5. In the Value field, enter a value to compare with the user input, if applicable.
    6. Optional: Add multiple “AND” operators to include multiple properties in the expression.
    If all properties meet the defined criteria, the condition passes. If the defined criteria meets the specified conditions at run time, validation is triggered, causing the defined message to be displayed for the associated property at run time.
  10. Add an “OR” operator to use another property in the condition:
    1. Click the Plus icon next to the property after which you want to insert the OR operator.
    2. Select OR.
    3. From the Field list, select the property to validate.
    4. From the Comparator list, select a comparator.
    5. In the Value field, enter a value to compare with the user input, if applicable.
    6. Optional: Add multiple “AND” operators to include multiple properties in the expression.
    7. Optional: Add an “OR” operator to start a new expression.
    If either property meets the defined criteria, the condition passes.
  11. In the Validate upon entering list, select the stages for which you want to perform the validation that you defined.
  12. Click Submit.
  13. Click Save.
The system creates a validate rule for the stage if the stage has no validation added and modifies the validate rule if the stage has validation added. You can open the rule when you click Life cycle on the Workflow tab, click the stage name, and click Validation. The validate rule is updated in the Set entry validation field.