☑️ Field Validation in ParcVu Desktop

Last updated 7 months ago

To create Field Validation Rules, the user must have the Allow Access User Input Validation user permission

It is possible to set up Field Validation rules to control the format of Account fields in ParcVu Desktop

From the Main Menu, select ‘Open System Maintenance Sub-menu’

In the ‘Codes and Descriptions section, select ‘Field Validation Rules’.​

There are two types of rules, select which type you want to enforce in the ‘Validation Type’ column. You can either choose to show a ‘Warning’ or ‘Stop’ the user from saving until a field is fixed.

In the ‘Validation Regular Expression’ column, you specify the rule. Examples are given in the following sections.

Ensure A Field Contains Only Letters and Numbers, and is Longer Than 3 Characters

To trigger a warning to make sure Address Field 1 only contains letters “a-z” or “A-Z” or numbers “0-9” and must be at least 3 characters long:​

In a regular expression this looks like this: ^[a-zA-Z0-9''&]{3,}$

If you try to create a Prospect using the @ symbol as the first name, then the warning message will appear containing the text that was populated.

Ensure A Field Is Capitalised

To add in another rule forcing all Names to be capitalised for example,

you can trigger a stop event to make sure that the name value only contains capitalised letters A-Z.​

In a regular expression evaluator this looks like this: ^[A-Z''&]

If a booking were created using the word ‘Test’ as the Name, a ‘STOP’ alert will appear forcing the user to change the value as it should all be in capitals.

The rules are applicable in all places where these fields can be found: Account Details, Prospects, Bookings, Non owner account creation etc.

Further Example Rules

Suggested Rules to be entered ​

What it controls​

^[a-zA-Z0-9''&]{3,}$​

Asks for the following characters (“a-z” or “A-Z” or “0-9”) That is at least 3 characters long. ​

^(\+44)[0-9]+$​

Makes sure that the mobile number starts with a +44 and only contains numeric values​

^(?!\s*$).+​

Makes sure that something has been entered such as the home telephone number​

(?:^|[^A-Z])[A-Z](?![A-Z])​

Checks that one character has been capitalised. ​

^0[0-9].*$​

Check that the first value starts with a zero. ​

^((?!@).)*$​

If the line fines an @ then can prompt a warning message to set contract preference to be email​

Resources For Creating Regular Expressions

The rules are built using industry standard regular expressions and there are many online tools to help create specific rules for your business.​

https://regexr.com/​

https://www.freeformatter.com/regex-tester.html

Or it is possible to google solutions like “regular expression to capitalise the first letter”.​

Please note regular expressions can be really powerful however they are also complicated to create.