Data Validation using Smart Tips

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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.
    clm_studio_smart tip1

  3. Enter a name for the Smart tip Collection.
    Studio_editor_enterSTname

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.
  1. Click + Add Help Tip to create a new Smart Tip.
    Studio_ST_help_tip.png

  2. Click + Add validation tip.
    Studio_editor_AddValidationTip

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

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

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

  6. Click Save Tip.
    Studio_editor_saveTip

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

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

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.Studio_st_VT_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. studio_st_vt_date format
Note
  • Whatfix does not capture and store any data during validation, instead Whatfix reads the text and evaluates it using the validation rules in real-time.
  • The validations can additionally have multiple rules with AND/OR conditions between them.
  • An error message is mandatory if validation rules are configured.
  • The validation does not work when no data is entered in the text box.
  • API validation within the scope of an iFrame is NOT supported.
  • Locale or language-based error message over-rides need to be handled in the code.