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Validations on collections

You can define Validations at the collection level to evaluate conditions over specific table's cells.

The following example will clarify this concept.

Suppose you are defining a form for an activity in the Credit Request process. In the Register Request activity, a credit analyst enters the customer information related to the credit request.

A customer can request several products in a single loan application. Each product will contain the amount requested, and a maximum loan amount allowed for that product based on the customer payment and risk analysis.

If a product has a requested amount that exceeds the maximum stipulated for that product, a validation message will display and the Process will not be able to continue until the value is correctly amended.

In order to define this behavior follow the next steps:

Steps to Configure the Validation​

  1. Create the Validation.
    On the Forms designer, select Actions & Validations and add a new Validation.

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  2. Include the conditions.
    Click Add a condition and select the controls, operators, and arguments as follows:
    If Products.Requested Amount is greater than Products.Maximum Amount.

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    Note:
    When defining validations at collection level, the element (column) of the collection is identified by the collection name followed by a period (.) and the element name (e.g., collection.name).

  3. Add the message that will display when the condition is met.

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