Data Validation using Smart Tips
  • 27 Feb 2024
  • 2 Minutes To Read
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Data Validation using Smart Tips

  • Dark
  • PDF

Article Summary

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.

    • 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.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
  • Custom validation requirements can be handled via the Validation API. The Signature of the API is: function onValidate (event)
    For more information on Validation API, contact
  • 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/language-based error message over-rides need to be handled in the code.

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