Data Validation using Smart Tips

Use Validation Smart Tips to verify your end user's inputs on form fields in your application. Whatfix enables you to define a valid input format and then evaluate your end user's response. If your end-user input does not match the set format, then Whatfix displays an error message. Validation Smart Tips are real-time feedback that minimizes errors in forms, fields, and more before submitting them.

Use Cases

You can use validation tips to check whether,

• The end user has filled mandatory fields in a form correctly or not
• Dates are put in a valid date format, for example, dd/mm/yyyy
• Valid entries are made in a numeric field
• The end user has put a valid 10-digit number in the phone number field
• An email or web address is put in a valid format

Use the following steps to enable data validation using Smart Tips:

1. Go to the application where you want to create content, and then launch the Whatfix Desktop Studio.

2. Click Smart-tip.
   

3. Enter a name for the Smart tip Collection.
   

   Info

   • A Smart Tip Collection is a group of Smart Tips created on the same page of an application.
   • The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user.

4. Click + Add Help Tip to create a new Smart Tip.
   

5. Click + Add validation tip.
   

6. Select an element on the application that you would like to add the validation to.

7. In the Display validation rules section, click the + Add Rule button.
   

8. To add multiple rules, click the + Add Rule button.
   

9. Click Save Tip.
   

10. To add additional data validations, repeat steps 4 to 9.

11. After all the data validation tips are created, click the Save Tip button.
    

Rule	Description
Numeric	Validates whether the user input is numeric or not.
Character Length	Validates the user input based on the set minimum/maximum character length.
Email Address	Validates whether the user input is in an email address format or not.
Web Address	Validates whether the user input is in a web address format or not.
Date Format	Validates the user input based on the set date format.